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Schroder ISF Global Cities Real Estate A Acc

Ranked 41 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 a total return primarily through investment in equity and debt securities of property companies worldwide. It trades property securities, such as real estate investment trusts (REITs) and listed property companies. This approach allows flexible access to commercial property markets in many countries, where it may be difficult and costly to benefit through buying property directly. Fund's global presence enables to take advantage of the world's varying property cycles rather than just relying on the real estate trends in one region.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.4%
2017 3.2% 0.7% 0.4% -1.9% 4.1%
2016 17.9% 3.9% 9.4% 4.6% -0.8%
2015 4.6% 9.0% -12.3% 2.4% 6.9%
2014 18.1% 2.4% 3.6% -1.0% 12.5%
2013 -1.7% 9.3% -3.2% -4.9% -2.3%
2012 20.6% 10.3% 1.4% 2.8% 5.0%
2011 -7.7% -0.1% 4.0% -15.4% 4.9%
2010 17.8% 8.4% -6.9% 11.3% 4.9%
2009 24.6% -21.6% 21.9% 24.8% 4.5%
2008 -27.0% -4.5% -10.9% -3.3% -11.3%
2007 -12.9% 6.3% -7.8% -1.0% -10.1%
2006 28.1% 14.9% -8.9% 10.3% 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Italy
  15. Liechtenstein
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Singapore
  23. South Africa
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Arab Emirates
  28. United Kingdom

Fund Info

  • Launch date31/10/2005
  • Share Class size262Mn
  • Base currencyUSD
  • ISIN LU0224508324

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

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).