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Standard Life Inv Global REIT

Ranked 54 out of 54 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Svitlana Gubriy

Svitlana Gubriy, IMC is a fund manager at Standard Life Investments responsible for managing investments, identifying new investment opportunities and implementing fund strategies. In addition, she is responsible for fundamental equity research of listed real estate companies and is involved in new product development. Svitlana joined the firm in 2005 and prior to this was an associate in real estate investment banking at Lehman Brothers. She graduated with a diploma (Hons) in Applied Mathematics, an MA in Applied Economics and an MBA in Finance and Corporate Accounting.

Objective

The fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in listed real estate investment trusts (REITs) and quoted property companies. The fund aims to hold a globally diversified portfolio of these assets and is actively managed by our investment team to try to take advantage of opportunities they have identified. Non-sterling denominated assets will typically be hedged back to sterling.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -0.5% 3.1%
2016 -5.7% 0.7% -0.9% 0.0% -5.5%
2015 1.0% 6.5% -9.1% -1.8% 6.3%
2014 17.8% 1.9% 6.6% -1.2% 9.8%
2013 8.0% 6.7% -2.3% 2.1% 1.4%
2012 25.7% 12.0% -0.1% 7.2% 4.8%
2011 -8.8% 0.0% 1.4% -14.0% 4.7%
2010 17.3% 6.1% -5.5% 11.5% 5.0%
2009 39.4% -19.1% 31.3% 22.6% 7.0%
2008 -53.8% -12.2% -8.0% -19.0% -29.5%
2007 -2.0% -0.5% -12.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 4.17
Prologis Inc ORD 4.12
Welltower Inc ORD 3.62
Mitsui Fudosan Co Ltd ORD 3.20
Land Securities Group PLC ORD 2.98
Equity LifeStyle Properties Inc ORD 2.56
AvalonBay Communities Inc ORD 2.45
Public Storage ORD 2.28
Essex Property Trust Inc ORD 2.20
Physicians Realty Trust ORD 2.17
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2007
  • Share Class size99Mn
  • Base currencyGBP
  • ISIN GB00B1LBR182

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment4

Related News

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).