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Standard Life Inv Global REIT

Ranked 5 out of 26 in - Global Equity over 12 months
All calculations are in GBP

Managed by

Andrew Jackson

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.

Performance

Global Equity over : 30/09/2013 - 30/09/2014
  • Rank 5/26 Total Return
  • Rank 3/26 Standard Deviation
  • Rank 4/26 Max Drawdown
Fund Name Loss
2 Standard Life Inv Global Real Estate Ret Acc

-2.4%

3 Old Mutual Global Property Securities A GBP Inc

-3.4%

4 Standard Life Inv Global REIT A Acc

-3.4%

5 JPM Global Property Securities A Acc

Currency exposure is hedged

Currency exposure is hedged

-3.6%

6 Principal GI Global Property Secs GBP Hdg I Acc

Currency exposure is hedged

Currency exposure is hedged

-3.7%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.3% 1.9% 6.6% -1.1%
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 -13.6% 1.4% -2.0% -0.5% -12.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Mitsui Fudosan Co Ltd ORD 5.54
Sumitomo Realty & Development Co Ltd ORD 4.15
Simon Property Group Inc ORD 3.94
Boston Properties Inc ORD 3.77
Prologis Inc ORD 3.21
British Land Company PLC ORD 3.21
Vornado Realty Trust ORD 3.18
SL Green Realty Corp 3.08
Mitsubishi Estate Co Ltd ORD 2.97
Sun Hung Kai Properties Ltd ORD 2.65
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2007
  • Share Class size115Mn
  • Base currencyGBP
  • ISIN GB00B1LBR182

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment4

Related News

Property to face unprecedented triple dip says SLI's Jackson

SLI's Andrew Jackson warns capital values could slip by a further 3% to 5% before the end of the year

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