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Standard Life Inv Select Property

Ranked 10 out of 26 in - Global Equity over 12 months
All calculations are in GBP

Managed by

Andrew Jackson

Objective

To invest in a globally diversified portfolio consisting primarily of commercial property, REITs, quoted property companies, property investment companies and other property collective investment schemes. The Fund manager will aim to exploit the lack of correlation in property cycles globally to enhance investor returns over the medium term whilst maintaining an appropriately diversified portfolio and controlling volatility. Non-Sterling denominated assets will typically be hedged back to Sterling.

Performance

Global Equity over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.9% 1.8% 2.9% 0.2%
2013 2.7% 0.8% -0.2% 1.1% 0.9%
2012 8.6% 3.6% -0.7% 3.6% 2.0%
2011 -3.7% -1.0% 0.9% -4.1% 0.5%
2010 9.5% 2.9% -1.7% 3.8% 4.4%
2009 15.9% -13.3% 9.4% 15.3% 6.0%
2008 -49.9% -9.2% -6.5% -16.4% -29.4%
2007 -10.4% 5.9% -3.2% -1.2% -11.5%
2006 33.5% 11.7% -3.0% 8.7% 13.3%
2005 9.2% 9.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2011

Top 10 Holdings

Stock Size
Property General Security 54.17
Mitsubishi Estate Co Ltd ORD 3.78
Mitsui Fudosan Co Ltd ORD 3.65
Simon Property Group Inc ORD 2.53
Westfield Group 2.19
LXB Retail Properties PLC ORD 1.98
Equity Residential ORD 1.96
Sun Hung Kai Properties Ltd ORD 1.94
Dolphin Capital Investors Ltd ORD 1.80
Yatra Capital Ltd ORD 1.74
30/04/2011

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/10/2005
  • Share Class size406Mn
  • Base currencyGBP
  • ISIN GB00B0LD3V96

Purchase Info

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

Charges

  • Annual management1.8%
  • Initial investment5

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