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E.I.I.


In 2000, Global Property Advisors merged with E.I.I. E.I.I provides services such as E.I.I. International Property Instl and E.I.I. Realty Securities Instl. In E.I.I. International Property Instl the investment seeks to provide current income and long term capital gains. The fund invests at least 80 percent of its net assets in the equity or convertible securities of non-U.S. companies with a primary emphasis on real estate investment trusts that are "principally engaged” in the ownership, construction, management, financing, or sale of residential, commercial, or industrial real estate. It is non-diversified. 
 
E.I.I. Realty Securities Fund seeks capital appreciation. The fund normally invests at least 80 percent of assets in securities of companies in the real estate industry, with a primary emphasis on Real Estate Investment Trusts. It may invest up to 20 percent of assets in securities of foreign real estate companies. The fund is non-diversified.
 
As a general rule, the investor should probably avoid funds with assets of less than 50 million dollars simply because of the relatively higher expenses associated with small funds, along with the possibility that a small fund may not survive or may undergo a change in objectives in the search for greater acceptance in the marketplace. However, the investor might make an exception for a small fund that is part of a larger complex, like for e.g., 500 million dollars or more in aggregate assets or is managed by as large advisory firm. In both cases, the management should have the resources to manage the fund's affairs with reasonable efficiency.
 
On the other hand, if the investor is seeking an exceptional return and is prepared to assume exceptional risk, the investor may wish to exclude funds with more than 1 billion dollars of assets. This is not to say returns on larger funds will fall short of returns on smaller funds in the aggregate, for there is no evidence of this. Rather, it suggests that regression to the mean a strong tendency for the gap between a fund with exceptional past returns and its peers to narrow. Whether through asset growth or other factors, over time a fund's return tends to move toward the average.

The company’s aim is to provide the investor with leading investment firms who have been responsible for managing assets for large corporations and institutional investors.
 

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