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Schroder Global Real Estate Securities Inc A Acc

Ranked 9 out of 52 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Mike Hodgson

Mike Hodgson is currently Head of Risk Managed Investments and Structuring at Schroders. He has more than 20 years of experience in financial markets. His career began at J Henry Schroder & Co. Limited as Principal Interest Rate Derivatives Trader and Global Head of Structured Products and Equity Derivatives (from 1987 – 2000). He then went on to work for Citigroup in 2000 as their European Head of New Product Development. In 2004, he joined ABN AMRO Bank NV / Royal Bank of Scotland NV as Global Head of Equity Derivatives Structuring and then Head of Fund Derivatives Trading and Structuring before returning to Schroders in 2011 as Head of Risk Managed Investments and Structuring.

Objective

The Fund aims to provide income and capital growth over the long term by investing globally in the equities of real estate companies that offer sustainable dividend payments. At least 70% of the Funds assets (excluding cash) will be invested directly in real estate investment trusts and in the equity and preferred equity of real estate companies. The Fund may also invest in collective investment schemes, deposits, warrants, money market instruments and derivatives, and may hold cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.7%
2016 27.0% 9.3% 11.5% 6.3% -1.9%
2015 0.6% 4.3% -12.0% 1.2% 8.4%
2014 13.6% 2.7% 2.4% -0.7% 8.8%
2013 -0.2% 11.3% -5.8% -2.7% -2.2%
2012 16.9% 5.5% 2.4% 4.0% 4.1%
2011 4.8% -13.9% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/02/2011
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00B4XCGK27

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0

Related News

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Thomas See of Schroders talks about the IMAX range

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Schroders to launch income Maximiser fund of funds

The firm will launch the fund for Thomas See and structure it on its onshore Income Maximiser range and a selection of fixed income products in a bid to hit a yield of around 6% a year.  

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