The aim of the Fund is to provide income and capital growth from a portfolio which will mainly consist of European investments.
Name | % Net Assets |
---|---|
Cash | 9.4% |
LAND SECURITIES GROUP PLC | 9.1% |
Cash | 8.6% |
LAND SECURITIES GP ORD GBP0.10 | 6.5% |
HAMMERSON ORD GBP0.25 | 5.2% |
SEGRO PLC | 4.4% |
KLEPIERRE | 3.7% |
CORIO NV | 3.7% |
VASTNED RETAIL | 3.4% |
HANSTEEN HLDGS | 3.4% |
Key | % Net Assets |
---|---|
Cash | 9.4% |
LAND SECURITIES GROUP PLC | 9.1% |
Cash | 8.6% |
LAND SECURITIES GP ORD GBP0.10 | 6.5% |
Other | 66.4% |
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 | 06/12/2005 |
---|---|
Fund Manager | Alex Ross |
TER | 2.19 (31-Mar-2011) |
Minimum Investment | |
---|---|
Initial | 3000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.27% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.30 |
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