Citywire for Financial Professionals

Citywire Selection

Property

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, particularly in France, Germany and Sweden, with smaller holdings in peripheral countries and UK bricks & mortar. The fund stands ahead of the rest of the sector, consistently outperforming its benchmark over all significant time periods, albeit with worse drawdowns. The trust has rejoined its sister Sigma share class, giving investors access to a pool of small and mid-cap stocks, whilst capping its largest holding at 10%. The capital gains more than compensate for a lower yield than physical property funds, making it the best fund of REITs available.

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