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Henderson UK Property

Ranked 23 out of 29 in - UK Physical over 12 months
All calculations are in GBP

Managed by

Marcus Langlands Pearse

Marcus Langlands Pearse is a director of property and fund manager at Henderson Global Investors. Since joining Henderson in 2009 he has been running the Henderson UK Property Inc fund alongside Ainslie McLennan. Prior to joining Henderson he worked for six years at New Star Asset Management. He graduated from Edinburgh University with a degree in geography. Marcus was born in Londonderry, Northern Ireland, and is currently based in London. Outside work, his many interests include golf, football, shooting, tennis, skiing the theatre and music.

Ainslie McLennan

Ainslie McLennan works at Henderson Global Investors where she runs mixed asset strategies with a bottom up, core and quality investment style. Prior to joining Henderson in 2002, she was a senior investment surveyor at PJ Leggate and also held the same position at Ryden until 2001. Ainslie graduated from the University of Aberdeen with a degree in land economics and is a member of the Royal Institute of Chartered Surveyors. Glasgow-born, Ainslie is currently based in London, and outside of work she enjoys music and the cinema and theatre.

Objective

To achieve a high income together with some growth of both income and capital through investment primarily in commercial property and property-related assets. Other investments may include money market instruments, derivatives and forward foreign exchange contracts.

Performance

UK Physical over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 7.0% 2.4% 2.6% 1.9%
2013 6.6% -0.3% 1.3% 2.8% 2.6%
2012 6.6% 0.1% 0.3% 5.3% 0.8%
2011 0.6% -2.4% 2.0% 0.2% 0.9%
2010 9.1% 3.2% 1.7% -2.4% 6.6%
2009 8.0% -6.3% -1.6% 3.0% 13.7%
2008 -21.9% -0.4% -2.5% -4.5% -15.7%
2007 -19.2% 0.0% -0.8% -7.1% -12.5%
2006 17.8% 5.1% 2.4% 4.1% 5.1%
2005 11.9% -0.1% 4.4% 2.7% 4.4%
2004 18.7% 4.9% 3.4% 3.4% 5.9%
2003 11.3% -1.6% 6.1% 1.7% 4.8%
2002 7.6% 4.0% 2.6% -0.2% 1.0%
2001 4.6% 2.1% 2.3% -0.9% 1.2%
2000 16.7% 1.8% 6.2% 2.4% 5.4%
1999 5.7% 2.8% 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2012

Top 10 Holdings

Stock Size
GBP Cash 15.69
Windsor Office Tenant 1 Property 6.92
Hardcase Unit Oviver Road Property 4.83
Park View Great West Road Brentford Property 4.77
B & Q Solartron Road Farnborough Property 4.28
Dodwells Road Hinckley Property 3.17
BMI Hospital Poole Property 2.98
Dundas House Edinburgh Property 2.96
Zenith Building Property 2.94
The Rivers Office Park Property 2.72
30/04/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/06/1999
  • Share Class size2,055Mn
  • Base currencyGBP
  • ISIN GB0007278590

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100

Charges

  • Annual management1.5%
  • Initial investment5

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