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real estate investment fund term sheets
The fund invests in a portfolio of senior securities and high- income equities primarily issued by real estate investment companies. While the fund’ s focus is on real estate investment trust ( REIT) preferred securities, its allocation among preferred stocks, common stocks and bonds may shift in response to market conditions. The Lakehouse Small Companies Fund is an open ended fund for retail and wholesale investors, which invests in small- caps segment in Australia and New Zealand.