Macquarie Global Listed Real Assets Fund C Class is a mutual fund designed to provide investors with exposure to a diverse array of public real assets worldwide. The fund’s primary focus is on achieving a balanced mix of income generation and capital appreciation through investments in companies that own, operate, or develop real assets such as real estate and infrastructure. By employing a multi-asset allocation strategy, the fund seeks to benefit from both the growth potential and income stability associated with tangible assets, while aiming to offer a degree of inflation protection and portfolio diversification. The fund leverages a dynamic investment framework, combining top-down market assessments with bottom-up security selection by specialized sector experts. This paired approach enables the portfolio to adjust asset allocation in response to evolving market conditions and relative value opportunities. Positioned within the global moderate allocation category, it typically maintains volatility in line with strategic equity exposures and is structured to limit concentration in any one region, with less than 75% of assets typically in U.S. securities. As part of Macquarie’s broader asset management platform, the fund is supported by a team recognized for its expertise in real asset investing, seeking to deliver competitive risk-adjusted returns across market cycles.
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