Standard Life Investments UK Real Estate Inst Inc
Latest (Mid) Price:
GBX 90.39
Day Change:
+0.20%
| Shares Class | Inc. |
|---|---|
| Yield | 3.20 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 1,437,396,423.00 | Launch Date | 22/12/2004 | Standard Initial Charge (%) | 7.50 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BJZ2V336 | Min Topup (£) | 250.00 | Ongoing Charge (%) | 0.8500 (on 30/11/2020) |
Fund Objective
To generate income and some growth over the long term (5 years or more) by investing in UK commercial property. It is intended that the sub-fund will be a PAIF at all times and, as such, its investment objective is to carry on property investment business and to manage cash raised for investment in the property investment business.
Fund Managers
George Shaw
George Shaw is lead manager of the Ignis UK Property Fund. He is supported by the exceptionally strong and well resourced Ignis Real Estate business unit, which is made up of 17 investment professionals including a highly experienced research team. George has 20 years’ investment experience and joined Ignis in December 2005. He graduated from Heriot-Watt University in 1990 with a BSc in Estate Management and is a member of the Royal Institution of Chartered Surveyors.
Asset Breakdown
Region Breakdown
| Name | Weight |
|---|---|
| Eastern UK | 3.00% |
| Midlands | 2.00% |
| Money Market | 19.00% |
| North West UK | 9.00% |
| Northern UK | 6.00% |
| Outer London | 2.00% |
| Scotland | 5.00% |
| South East UK | 21.00% |
| South West UK | 0.00% |
| Wales | 1.00% |
Sector Breakdown
| Name | Weight |
|---|---|
| Industrial - Property | 11.00% |
| Money Market | 19.00% |
| Offices - Property | 2.00% |
| Other - Property | 4.00% |
| Retail - Property | 5.00% |
| Shop - Property | 2.00% |
Top 10 Holdings
| Name | Weight |
|---|---|
| BELVEDERE, ISIS REACH | % |
| LEAMINGTON SPA, LEAMINGTON SHO | % |
| MASTHEAD INDUSTRIAL ESTATE | % |
| SOUTH RUISLIP, THE OLD DAIRY | % |
| SUTTON, IO CENTRE & TRADEWAY | % |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
