Citywire for Financial Professionals

Citywire Selection


TR Property Investment Trust

Citywire Selection verdict: This pan-European property trust invests primarily in large-cap UK and core-European real estate investment trusts (REITs), particularly in France, Germany and Sweden, with smaller holdings in peripheral countries and UK bricks & mortar. Although Britain’s EU referendum result in June took its toll on the portfolio’s 40% allocation to UK REITs, the fund stands ahead of the rest of the sector, extensively outperforming its benchmark over the mid to long term.

The trust rejoined its sister Sigma share class in 2012, giving investors access to a pool of small and mid-cap stocks, and capital gains more than compensate for a lower yield than physical property funds, making it the best fund of European REITs available.

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