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Schroder Global Property Income Maximiser A Acc

Ranked 24 out of 26 in - Global Equity over 12 months
All calculations are in GBP

Managed by

Jim Rehlaender

Jim Rehlaender was born in the United States of America. He graduated from the College of William and Mary, Northwestern University with a bachelor's degree in business administration and an MBA. Jim has over 22 years of investment experience. In 2000 he joined European Investors where he was managing director. Prior to this he was a member of LaSalle Partners between 1987 and 1999. He is now a fund manager at Schroders where he runs global property portfolios.

Thomas See

Thomas See has over 24 years of investment experience, having joined Schroders' investment banking division in 1988 where he worked in structured investments, project financing, tax and property financing, until the investment bank was sold to Citibank in 2000. Thomas re-joined Schroder Investment Management in 2005 to build the open ended structured funds business. As Head of Structured Fund Management, he has responsibility for the Schroders Maximiser range of funds. Thomas holds a BA Hons, MA and PhD in Engineering from Cambridge University and he is currently based in London.

Al Otero

Objective

The fund’s investment objective is to provide income with potential for capital growth primarily through investment in real estate investment trusts, equity and equity related securities and debt securities of property companies worldwide.

Performance

Global Equity over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.4% 2.7% 2.4% -0.7%
2013 -0.2% 11.3% -5.8% -2.7% -2.2%
2012 16.9% 5.5% 2.4% 4.0% 4.1%
2011 -1.6% 2.2% 4.8% -13.9% 6.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 5.49
Health Care REIT Inc ORD 3.66
Equity Residential ORD 3.65
Starwood Hotels & Resorts Worldwide Inc ORD 3.46
Nippon Prologis REIT Inc 3.25
Prologis Inc ORD 3.20
Mitsui Fudosan Co Ltd ORD 3.05
Liberty Property Trust 2.76
Mitsubishi Estate Co Ltd ORD 2.74
Sumitomo Realty & Development Co Ltd ORD 2.71
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/02/2011
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00B4XCGK27

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment0

Related News

Schroders creates global property securities team

The group has decided to bring property investment management in-house and hired two fund managers from AMP Capital to facilitate the move.  

Schroders eyes Reits for new US Income Maximiser

Real Estate Investment Trusts in the US are offering a tremendous yield and could form a significant part of a US Income Maximiser fund.  

Thomas See of Schroders talks about the IMAX range

Thomas See of Schroders talks about their Income Maximiser range of products

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 GBP).