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Schroder Global Property Securities

Ranked 30 out of 47 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Hugo Machin

Hugo Machin is co-manager of global property securities at Schroders Investment Management. He joined the firm in 2014 and previously, he was head of European listed real estate at AMP Capital from 2006. Hugo is a member of the EPRA Report and Accounts Committee and graduated from Durham University with a BA (Hons) in English Literature, Reading University with an MSc in Real Estate Finance and Investment and the Oxford Said Business School with a diploma in Cross Border Valuation.

Tom Walker

Tom Walker is co-manager global property securities at Schroders Investment Management. Prior to joining the firm in 2014, he was deputy head of global listed real estate at AMP Capital from 2005. Tom graduated from the University of Newcastle-upon-Tyne with a BA in Politics and holds a graduate diploma in Real Estate from London South Bank University.


The fund's investment objective is to provide a total return primarily through investment in real estate investment trusts, equity and debt securities of other types of property companies worldwide. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, derivatives, cash, deposits, warrants and money market instruments.

Showing fund performance in United Kingdom View performance globally


Global Equity over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 3.5% 9.2%
2015 4.3% 9.5% -12.8% 2.9% 6.1%
2014 18.5% 2.2% 4.3% -1.2% 12.5%
2013 -1.0% 9.1% -3.5% -3.7% -2.4%
2012 21.3% 9.9% 2.6% 1.9% 5.7%
2011 -7.0% -1.1% 4.9% -14.4% 4.7%
2010 19.7% 8.3% -7.2% 11.1% 7.2%
2009 27.8% -22.5% 25.7% 25.0% 4.9%
2008 -27.9% -4.3% -10.4% -5.8% -10.8%
2007 -11.3% 7.1% -7.0% -0.9% -10.1%
2006 31.3% 16.1% -6.9% 9.7% 10.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 6.58
Welltower Inc ORD 3.49
Land Securities Group PLC 3.34
AvalonBay Communities Inc ORD 3.32
GBP Cash 3.24
General Growth Properties Inc ORD 3.08
Westfield Corporation 2.87
Alexandria Real Estate Equities Inc 2.82
Equity Residential ORD 2.81
Essex Property Trust Inc 2.81

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/12/2005
  • Share Class size245Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management1.50%
  • 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.  

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