Scottish Widows Pooled Property ACS Y Acc
Latest (Mid) Price:
GBX 138.70
Day Change:
+0.73%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 2,262,772,900.00 | Launch Date | 25/11/2014 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BJ4G0289 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.0100 (on 27/01/2021) |
Fund Objective
The investment objective of the Fund is to provide a long term return based on the combination of capital growth and income.
Fund Managers
Cameron Murray
Cameron joined the group in 1999 as an asset manager on the property team. He heads up Scottish Widows Unit Funds Ltd, responsible for the asset management and value enhancement of the unit-linked property funds, through value adding initiatives such as regearing leases, development and refurbishment.Prior to joining the group, he worked for Lloyds TSB Property Management, responsible for the strategic management of a £50 million operational property portfolio.Between 1992 and 1996, Cameron worked for Sanderson, Townend & Gilbert, dealing with property agency, valuation and management in the north east of England.Cameron holds a BSc (Hons) degree in estate management from Northumbria University, and the diploma of the Investment Property Forum. He is a member of the Royal Institution of Chartered Surveyors.
Property Team
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Industrials | 23.00% |
| Money Market | 18.00% |
| Offices - Property | 15.00% |
| Other - Property | 12.00% |
| Property Shares | 7.00% |
| Retail | 22.00% |
Top 10 Holdings
| Name | Weight |
|---|---|
| ENFIELD DISTRIBUTION PARK | 7.00% |
| 75, YORK ROAD, LONDON | 4.00% |
| TRAFALGAR PLACE, BRIGHTON | 4.00% |
| MORRISONS, B&Q, MCDONALDS, DAR | 3.00% |
| TRIUMPH FACTORY, HINCKLEY | 3.00% |
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
