Introducing the FTSE NAREIT All Equity REITs portfolio


As an online investment marketplace, our mission at IB Asset Management is to provide a comprehensive array of portfolio choices at the lowest possible cost to help investors meet their financial goals.

That’s why we recently introduced the IB Asset Management Index Tracking Portfolios managed in-house by our investment management team led by Chief Investment Officer Sanjoy Ghosh.

 

 


REIT Play

Looking for exposure to the US real estate market?

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in the real estate space across the US economy with exposure to all investment and property sectors.

The portfolio contains all tax-qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet certain minimum size and liquidity criteria.

Sell decisions are based exclusively upon the quarterly rebalance and reconstitution of the FTSE NAREIT All Equity REITs Index as provided by FTSE International Limited pursuant to a licensing agreement.

 

Portfolio Lineup

Looking for other investing ideas? Check out our entire lineup of index tracking portfolios here.

The IB Asset Management Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments as represented by the reference index.

IB Asset Management constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited and the Frank Russell Company.

 

Trusted Names

Both are trusted index providers in the investment industry.  

While based on data provided by FTSE and Russell that calculate the indices these portfolios seek to track, these portfolios are not in any way sponsored, endorsed, sold, promoted or recommended by these two index providers.  

 

Value Proposition

We think we offer an attractive value proposition to the discerning investor.

Here’s why:

Low Fees: Our management fee of 0.20%, or 20 basis points, is among one of the lowest in the industry for an index tracking portfolio.

Please note that commissions for trades in these portfolios charged by our affiliated broker-dealer Interactive Brokers LLC are separate and in addition to our management fee.

Transparency: You can check out positions and trades online at your convenience.

Easy: You can buy and sell your investments in these index tracking portfolios online or by phone.

Rebalance: These portfolios are rebalanced every quarter to stay on track with the reference index.

Want to learn more? Check out this link for descriptions of individual portfolios and how to get started.

Photo Credit: Christian Reimer via Flickr Creative Commons

Disclosure: There is not guarantee or assurance that the methodology used to create the reference indices will result in these portfolios achieving high or even positive returns.  The indices upon which the portfolios are based may underperform and could lose value while other indices could increase in value. While IB Asset Management aims to track the reference index for each of these portfolios as closely as possible and mimic the performance of each index, it makes no guarantee that it will succeed in doing so, or that it will achieve the same performance for clients as the account managing each portfolio has achieved.  Those considering investments in these portfolios should note that there may be similar offerings in the marketplace (i.e., portfolios or investments seeking to track the same index), which may charge lower management fees. The FTSE NAREIT All Equity REITs Managed Portfolio invests in companies such as real estate investment trusts (“REITs”) or real estate holding companies, which exposes clients investing in this portfolio to the risks of owning real estate directly, as well as to risks that relate specifically to the way in which real estate companies are organized and operated.  Real estate is highly sensitive to general and local economic conditions and developments, and real estate companies, including REITs, use leverage, which increases investment risk and could exacerbate this portfolio’s losses. For our full disclosures related to investments in IB Asset Management Index Tracking Portfolios, please review this.  

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IB Asset Management
The IB Asset Management FTSE-Russell Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments, which corresponds to the reference index. These portfolios aim to track the performance of the underlying basket (index), and typically represent a form of passive investing. IB Asset Management constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited ("FTSE") and the Frank Russell Company ("Russell"). The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.