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Standard Life Inv Global REIT

Ranked 47 out of 50 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 : 30/04/2015 - 30/04/2016
  • Rank 47/50 Total Return
  • Rank 49/50 Standard Deviation
  • Rank 47/50 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.7%
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

31/01/2016

Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 6.37
Public Storage ORD 5.39
Mitsui Fudosan Co Ltd ORD 4.79
AvalonBay Communities Inc ORD 3.82
Kimco Realty Corp 3.45
General Growth Properties Inc ORD 3.36
Klepierre SA ORD 3.08
Essex Property Trust Inc 2.63
Merlin Properties SOCIMI SA 2.59
China Resources Land Ltd ORD 2.54
31/01/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2007
  • Share Class size132Mn
  • 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).