Henderson UK Property
Managed by
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.
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.
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
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Rank 17/26 Total Return
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Rank 9/26 Standard Deviation
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Rank 21/26 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 15 | Standard Life Inv UK Property (PAIF) Ret Acc | 11.4% |
|
| 16 | Ignis UK Property Feeder A Acc | 11.3% |
|
| 17 | Henderson UK Property Inc | 11.2% |
|
| 18 | St James's Place Property Acc | 11.0% |
|
| 19 | Old Mutual Property A GBP | 10.9% |
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| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 7 | M&G Feeder of Property Portfolio Sterling A Inc | 0.3 |
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| 8 | Legal & General UK Property R Acc (PAIF) | 0.4 |
|
| 9 | Henderson UK Property Inc | 0.4 |
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| 10 | Old Mutual Property A GBP | 0.4 |
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| 10 | Royal London Property A Acc | 0.4 |
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| 10 | Legal & General UK Property Feeder R Acc | 0.4 |
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| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 21 | Henderson UK Property Inc | 0.0% |
|
| 22 | TM Hearthstone UK Resid Feeder Retail | -0.1% |
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| 23 | F&C UK Property 1 Acc | -0.2% |
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| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2014 | 10.9% | 2.4% | 2.6% | 2.9% | 2.7% |
| 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 | 2.8% | 2.8% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
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 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date14/06/1999
- Share Class size2,585Mn
- Base currencyGBP
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ISIN GB0007278590
Purchase Info
- Min. initial investment1,000
- Min. additional investment100
Charges
- Annual management1.5%
- Initial investment5