Vert Funds
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Global real estate historically has improved a traditional portfolio.
1/1/1990—12/31/2025 (Annualized)
Returns & Volatility—0% GRE
Average Return
7.30%
Annualized Standard Deviation
9.35%
Growth of Wealth ($1)
12.61
1/1/1990—12/31/2025 (Annualized)
Returns & Volatility—6% GRE
Average Return
7.31%
Annualized Standard Deviation
9.18%
Growth of Wealth ($1)
12.66
Source: Dimensional Returns. The 60/40 portfolio is comprised of 60% MSCI World Index and 40% Bloomberg Global Aggregate Index. The 54/40/6 portfolio is comprised 54% MSCI World Index and 40% Bloomberg Global Aggregate Index and 6% S&P Global REIT Index. Index performance does not represent fund performance and it is not possible to invest directly in an index. Past performance is no guarantee of future results.
Celebrating 7 Years!
Listen to this short presentation reviewing the 7 year history of the Fund.
The Fund outperformed its benchmark over 1, 3, 5 years and since inception.
The Fund holds firms leading on emissions reductions and climate commitments. Vert encourages firms to improve through our engagement campaigns.
Why Real Estate?
Real estate is a big part of the sustainability challenge.
“The construction and operations of buildings account for:
- 40% of global energy use,
- 30% of energy-related greenhouse gas emissions,
- 12% of water use,
- 40% of waste,
- and employs 10% of the global workforce.”
– United Nations Environmental Programme (2015)
Fortunately, solutions abound, and the real estate sector is an area of great opportunity. Innovative real estate companies are increasing the value of their buildings by making them healthier, more efficient, and more profitable.
Why the Vert Global Sustainable Real Estate Strategy?
- Consistent exposure to the most sustainable real estate companies
- Evidence based Environmental, Social, and Governance criteria
- Broad diversification across countries and property sectors
- Active shareholder engagement
Now strategic investors can invest their public real estate allocation in an authentically sustainable manner.
Unique Investment Philosophy
We believe there is economic value in sustainability.
We maintain that companies focused on the triple bottom line of people, planet and profits will be better positioned for the risks and opportunities of the future than those focused on profits alone.
We believe in a long term perspective. Companies that look further out than the quarterly reporting cycle can invest in more projects that build value for the firm over time.
We believe that markets work well, and price available information. More information, including environmental, social, and governance factors, can make markets work better.
We build portfolios of companies that use sustainability to drive value, take a long term perspective and are open and transparent.
Insights
Sustainability in
Real Estate
2024
Discover what is driving success in the sustainable transition. Learn what the leaders in real estate industry are doing to advance sustainability.
We cover these issues, and how to share them with clients:
- How leaders in the real estate industry are creating economic value with sustainability.
- Which sustainability initiatives add value and how.
- How the rapid development and adoption of ESG is changing real estate.
- Stories of success for different types of real estate.
Further explanation of Science-based Targets Initiative is available here:
https://vertfunds.com/spotlights/sbti/
Insights
Sustainability in
Real Estate
2025
Learn how the leaders in the real estate industry are creating economic value with sustainability.
We cover these issues, and how to share them with clients:
- What sustainability initiatives add value and how?
- Innovations that are gaining traction in real estate today.
- Stories of success for different types of real estate.
Latest Thinking
Interviews, articles, and recent news about the Vert Global Sustainable Real Estate Strategy.
Connect with us to learn more.
Standard deviation is a measure of the variation or dispersion of a set of data points. Standard deviations are often used to quantify the historical return volatility of a security or portfolio.
Growth of wealth shows how the value of an initial investment changes over time, assuming investment returns are reinvested. It is typically presented as the value of a hypothetical investment, such as $10,000, over a specified period.
Bloomberg Global Aggregate Bond Index (unhedged) is a flagship benchmark that measures the performance of global investment-grade, fixed-rate debt markets, reflecting the returns in their original local currencies without currency hedging. From January 1990 – Present: Bloomberg Barclays Global Aggregate Bond Index (unhedged). From November 2008 – August 2016: Barclays Global Aggregate Bond Index (unhedged) January 1990 – October 2008: Lehman Brothers Global Aggregate Bond Index Unhedged. Total Returns in USD Maturity: 1-30+ Years.
MSCI World Index is a broad global equity index that tracks large- and mid-cap companies across 23 developed-market countries. It is commonly used as a benchmark for the performance of developed global stock markets. It covers roughly 85% of the free-float-adjusted market capitalization in each country included in the index.
S&P Global REIT Index is drawn from constituents in the S&P Global Property Index. Constituents must conform to the legal structures that define a real estate investment trust in the U.S., or similar guidelines in the country of their domicile. The REITs in the index are primarily companies that invest in buildings, which are human occupied or used for storage. The REIT indices specifically exclude timber REITs, mortgage REITs and mortgage-backed REITs.