To achieve income and capital growth predominantly through investment in UK real commercial property.
Name | % Net Assets |
---|---|
Stock Exchange Court, Glasgow | 6.6% |
Masthead Industrial Estate, Dartford | 5.1% |
Knights Park, Tunbridge Wells | 5.0% |
De Mandeville Retail Park, Enfield | 4.9% |
TBWA UK Limited | 3.9% |
82 Charing Cross Road, London | 3.9% |
Kenwood Limited | 3.5% |
Phonographic Performance | 3.2% |
British Telecommunications | 3.1% |
Avanta Managed Offices Limited | 3.1% |
Key | % Net Assets |
---|---|
Stock Exchange Court, Glasgow | 6.6% |
Masthead Industrial Estate, Dartford | 5.1% |
Knights Park, Tunbridge Wells | 5.0% |
De Mandeville Retail Park, Enfield | 4.9% |
Other | 78.4% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 22/12/2004 |
---|---|
Fund Manager | John Wilson / George Shaw |
TER | 1.51 (30-Mar-2012) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.51 |
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