The trust seeks to provide above average total return through dividend income and capital appreciation.
The trust seeks to achieve its objective by investing in a portfolio of stocks of quality, U.S. publicly traded real estate investment trusts (“REITs”). A REIT is a company that buys, develops, and/or manages income producing real estate such as apartments, shopping centers, offices, and warehouses. In short, a REIT is an entity that pools the capital of many investors to purchase one or more forms of real estate. The portfolio was selected by Hartford Investment Management Company (“HIMCO”).