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Schroder Global Property Income Maximiser A Acc

Ranked 25 out of 25 in - Global Equity over 12 months
All calculations are in GBP

Managed by

Hugo Machin

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.

Tom Walker

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 : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.3% -12.0%
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

Asset Allocation

Breakdown

31/03/2015

Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 5.39
Equity Residential ORD 3.87
Klepierre SA ORD 3.34
Alexandria Real Estate Equities Inc 3.13
AvalonBay Communities Inc ORD 3.10
Highwoods Properties Inc 2.97
Stockland Corporation Ltd 2.92
Prologis Inc ORD 2.85
Kimco Realty Corp 2.80
Health Care REIT Inc ORD 2.70
31/03/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/02/2011
  • Share Class size03Mn
  • 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).