Spire USA ROC Srs Housing&Medical Fd II
ETL1507AU
Spire USA ROC Srs Housing&Medical Fd II ETL1507AU Strategy
The Fund intends to provide investors with meaningful and consistent Current Income paid on an annual basis and the potential for strong capital appreciation and attractive risk-adjusted returns by investing in select Seniors Housing properties located throughout the US. The Fund will focus on independent living (“IL”), assisted living and memory care facilities, although the portfolio may also include skilled nursing facilities and continuing care retirement communities.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: March 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Mark Mobius, legendary emerging - markets investor, dies at 89
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Private credit defaults accelerating, led by distressed exchanges
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Morningstar Investment Ideas
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