MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to deliver a return combining capital and income which is greater than the FTSE EPRA/NAREIT Developed Custom Mid Day Net Tax TR Index.

Fund Managers

Marcus Phayre-Mudge

Marcus has been managing TR Property Investment Trust since 2011 and is a partner at Thames River Capital (now part of BMO Global Asset Management). Previously he was a fund manager at Henderson Global Investors from 1997 to 2004. Along with managing the TR Property Investment Trust, he is a co-manager of the BMO Property Growth & Income Fund (which he launched in 2005) and BMO Global Real Estate Securities Fund. Prior to joining Henderson, Marcus was an Associate Partner at Knight Frank. He is a Chartered Surveyor and holds a BSc (Hons) in Land Management from Reading University.

Alban Lhonneur

Alban joined the company in July 2008. He is the lead fund manager of BMO Real Estate Equity Market Neutral Fund and BMO European Real Estate Securities Fund and co-manager of the BMO Global Real Estate Securities Fund and BMO Property Growth & Income Fund. He was previously at Citigroup Global Markets as an equity research analyst focusing on continental European real estate. Prior to that he was at Société Générale Securities, where he focused on transport equity research. He completed a BSc Business and Management programme at ESC Toulouse, including one year at the Brunel University, School of Business Management in London. He also attended CERAM Nice High Business School. In 2005 he obtained a post-graduate Specialised Master in Finance in 2005 from ESCP-EAP.