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Standard Life Inv Global REIT

Ranked 51 out of 51 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Svitlana Gubriy

Svitlana Gubriy, IMC is a fund manager at Standard Life Investments responsible for managing investments, identifying new investment opportunities and implementing fund strategies. In addition, she is responsible for fundamental equity research of listed real estate companies and is involved in new product development. Svitlana joined the firm in 2005 and prior to this was an associate in real estate investment banking at Lehman Brothers. She graduated with a diploma (Hons) in Applied Mathematics, an MA in Applied Economics and an MBA in Finance and Corporate Accounting.

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 : 30/04/2016 - 30/04/2017
  • Rank 51/51 Total Return
  • Rank 4/51 Standard Deviation
  • Rank 51/51 Max Drawdown
Fund Name Currency Return
47 HSBC Open Global Property Acc GBP

7.3%

48 HC Charteris Property B Inc GBP

6.8%

49 SLI Glo SICAV Global REIT Focus A EUR GBP

5.9%

50 Deutsche Invest I Gl Real Estate Sec GBPDH(P)RD

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

51 Standard Life Inv Global REIT A Acc GBP

-4.1%

Fund Name Currency Loss
47 SLI Glo SICAV Global REIT Focus A EUR GBP

-8.6%

48 NN (L) Global Real Estate P Cap EUR GBP

-8.9%

49 Deutsche Invest I Gl Real Estate Sec GBPDH(P)RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.5%

50 HC Charteris Property B Inc GBP

-10.9%

51 Standard Life Inv Global REIT A Acc GBP

-11.5%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -0.5%
2016 -5.7% 0.7% -0.9% 0.0% -5.5%
2015 1.0% 6.5% -9.1% -1.8% 6.3%
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

31/03/2017

Top 10 Holdings

Stock Size
Simon Property Group Inc ORD 4.58
Prologis Inc ORD 3.56
Welltower Inc ORD 3.36
Vornado Realty Trust ORD 3.22
Boston Properties Inc ORD 2.50
Equity LifeStyle Properties Inc ORD 2.47
Public Storage ORD 2.46
Merlin Properties SOCIMI SA 2.30
AvalonBay Communities Inc ORD 2.27
SEGRO PLC ORD 2.24
31/03/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2007
  • Share Class size99Mn
  • Base currencyGBP
  • ISIN GB00B1LBR182

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment4

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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).