Standard Life Investments UK Proper
Latest (Mid) Price:
GBX 61.03
Day Change:
+0.02%
| Shares Class | Inc. |
|---|---|
| Yield | 2.34 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 0.00 | Launch Date | 11/08/2009 | Standard Initial Charge (%) | 7.50 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.60 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BBX4R157 | Min Topup (£) | 0.00 |
Fund Objective
The fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in prime quality UK properties. It is actively managed and will typically invest in a mix of freehold and leasehold properties selected from across the retail, office, industrial and other sectors. The fund may also invest in European properties and in property development opportunities. As well as direct investments, the fund may also invest indirectly in property through investment vehicles such as quoted and unquoted property companies or collective investment schemes.
Fund Managers
Nigel Chapman
Nigel has over 15 years experience in the UK real estate industry covering all major commercial asset classes. After gaining experience in London private practice, Nigel joined Standard Life Investments in January 2000 as a Portfolio Manager in the Pooled Pension Fund. In August 2006 Nigel was appointed Fund Manager of the Standard Life UK Property Trust.
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Industrial - Property | 15.50% |
| Money Market | 15.30% |
| Offices - Property | 32.30% |
| Other - Property | 7.70% |
| Retail - Property | 18.20% |
| Shop - Property | 1.20% |
| Warehouse - Property | 9.80% |
Top 10 Holdings
| Name | Weight |
|---|---|
| 45 CHURCH STREET, BIRMINGHAM | 6.10% |
| ONE ETON STREET, RICHMOND | 5.30% |
| ST PAUL'S HOUSE, LONDON | 5.20% |
| 33 CHARLOTTE STREET, LONDON | 4.90% |
| 16/46 CALVERLEY ROAD, TUNBRIDG | 4.30% |
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.
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