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Standard Life Inv Global REIT

Ranked 40 out of 47 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Jackson

Objective

The fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in listed real estate investment trusts (REITs) and quoted property companies. The fund aims to hold a globally diversified portfolio of these assets and is actively managed by our investment team to try to take advantage of opportunities they have identified. Non-sterling denominated assets will typically be hedged back to sterling.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 1.1% 6.5% -9.1% -1.8% 6.4%
2014 17.8% 1.9% 6.6% -1.2% 9.8%
2013 8.0% 6.7% -2.3% 2.1% 1.4%
2012 25.7% 12.0% -0.1% 7.2% 4.8%
2011 -8.8% 0.0% 1.4% -14.0% 4.7%
2010 17.3% 6.1% -5.5% 11.5% 5.0%
2009 39.4% -19.1% 31.3% 22.6% 7.0%
2008 -53.8% -12.2% -8.0% -19.0% -29.5%
2007 -2.0% -0.5% -12.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2015

Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 5.60
Klepierre SA ORD 5.45
Mitsui Fudosan Co Ltd ORD 5.01
Public Storage ORD 3.69
Starwood Hotels & Resorts Worldwide Inc ORD 3.57
AvalonBay Communities Inc ORD 3.57
CBRE Group Inc ORD 2.98
Kimco Realty Corp 2.90
Essex Property Trust Inc 2.89
Unibail Rodamco SE ORD 2.87
30/11/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2007
  • Share Class size133Mn
  • Base currencyGBP
  • ISIN GB00B1LBR182

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment4

Related News

Property to face unprecedented triple dip says SLI's Jackson

SLI's Andrew Jackson warns capital values could slip by a further 3% to 5% before the end of the year

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