| Shares Class | Inc. |
|---|---|
| Yield | 3.29 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 1,617,684,348.00 | Launch Date | 06/05/2014 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 2,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BYPHPD12 | Min Topup (£) | 50,000.00 | Ongoing Charge (%) | 0.9000 (on 30/04/2020) |
To generate income and some growth over the long term (5 years or more) by investing all or substantially all of its capital in the Standard Life Investments UK Real Estate Fund. To the extent the fund is not fully invested it will hold its remaining assets in money-market instruments including cash. The returns of this fund are not expected to be materially different than the returns of Standard Life Investments UK Real Estate Fund. The objective of the Standard Life Investments UK Real Estate Fund is 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 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.
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.
| Name | Weight |
|---|---|
| Eastern UK | 2.68% |
| Midlands | 2.44% |
| Money Market | 21.18% |
| North West UK | 9.06% |
| Northern UK | 6.07% |
| Outer London | 18.29% |
| Scotland | 4.57% |
| South East UK | 20.18% |
| South West UK | 1.26% |
| Wales | 1.34% |
| Yorkshire & Humberside | 1.18% |
| Name | Weight |
|---|---|
| Industrial - Property | 15.70% |
| Offices - Property | 8.60% |
| Other - Property | 6.00% |
| Retail - Property | 6.80% |
| Shop - Property | 3.10% |
| Name | Weight |
|---|---|
| BELVEDERE, ISIS REACH | % |
| LEAMINGTON SPA, LEAMINGTON SHO | % |
| NEWCASTLE UPON TYNE, MONUMENT | % |
| 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.
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