To provide a total return from a portfolio which will mainly consist of European investments.
Name | % Net Assets |
---|---|
LAND SECURITIES GROUP PLC | 8.2% |
BRITISH LAND CO ORD GBP0.25 | 7.3% |
LAND SECURITIES GP ORD GBP0.10 | 6.8% |
HAMMERSON ORD GBP0.25 | 5.2% |
CORIO NV | 3.5% |
SEGRO PLC GBP0.01 | 3.5% |
CORIO NV EUR10 | 3.5% |
VIB VERMOEGEN | 3.3% |
KLEPIERRE | 3.3% |
FONCIERE DES REGIONS | 2.6% |
Key | % Net Assets |
---|---|
LAND SECURITIES GROUP PLC | 8.2% |
BRITISH LAND CO ORD GBP0.25 | 7.3% |
LAND SECURITIES GP ORD GBP0.10 | 6.8% |
HAMMERSON ORD GBP0.25 | 5.2% |
Other | 72.5% |
Date | 21-Nov-2024 |
---|---|
NAV | 60.26p |
Currency | GBP |
Change | -0.42p |
% | -0.69% |
YTD change | -1.47p |
YTD % | -2.38% |
Fund Inception | 01/06/2001 |
---|---|
Fund Manager | Alex Ross |
TER | 1.72 (31-May-2010) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £500 |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.28 |
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