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Schroder Global Cities Real Estate A Acc

Ranked 22 out of 55 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.

Objective

The Fund aims to provide income and capital growth by investing in equity and equity related securities of real estate companies worldwide. The Fund invests at least 80% of its assets in equity and equity related securities of real estate companies worldwide which generate the majority of their earnings from real estate investment related activities. The Fund seeks exposure to companies that invest in cities that the Manager believes will exhibit continued economic growth, supported by factors such as strong infrastructure and supportive planning regimes.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.7%
2017 3.4% 0.5% 0.4% -1.6% 4.2%
2016 19.0% 3.5% 9.2% 5.6% -0.3%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/12/2005
  • Share Class size189Mn
  • Base currencyGBP
  • ISIN GB00B0LGSD59

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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.  

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