Canlife UK Property Jersey Inc
Latest (Mid) Price:
GBX 1,793.96
Day Change:
+0.27%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.87 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 55,200,000.00 | Launch Date | 17/11/2005 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 75,000.00 | Total Expense Ratio (%) | 1.87 |
| ISIN | GB00B0MTP873 | Min Topup (£) | 10,000.00 |
Fund Objective
The fund aims to provide investors with a total return consistent with a balanced UK commercial property portfolio. It will invest primarily in the main UK commercial property sectors (offices, retail, industrial, warehousing and leisure). The fund may also hold investments in property related equities, gilts and cash. A 'bricks and mortar' fund that invests in property offering a steady and rising income coupled with the potential for long-term capital growth.
Fund Managers
Michael White
Michael has been with Canada Life Investments since 1986. As our Property Investment Director he devises the annual investment strategy for UK and Ireland property funds and leads the investment acquisition programme in finding suitable product to match the requirements of each individual fund. Michael is a professional member of the Royal Institution of Chartered Surveyors.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
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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