Investor · Fund
Martingale Investment Trust; Series 1: U.S. Low Volatility Largecap+
Martingale Investment Trust; Series 1: U.S. Low Volatility Largecap+ is a real estate fund domiciled in the United States, with $0.54 bn of gross assets, managed by Martingale Asset Management.
Facts
| Fact | Value | Source |
|---|---|---|
| Name in the source | MARTINGALE INVESTMENT TRUST; SERIES 1: U.S. LOW VOLATILITY LARGECAP+ | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Location | Delaware | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Manager | Martingale Asset Management | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Assets under management | $0.54 bn (as of 26 Mar 2024) | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Strategy | real estate | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
Research on Martingale Investment Trust; Series 1: U.S. Low Volatility Largecap+.Its real-asset holdings and recent deals, and an introduction to the team: on request.
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- U.S. Securities and Exchange Commission. SEC adviser reports (Form ADV), Public domain.