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SWIP Property Trust A Acc

Ranked 7 out of 29 in - UK Physical over 12 months
All calculations are in GBP

Managed by

Gerry Ferguson

Gerry Ferguson was born in Glasgow in 1953. He attended the University of Glasgow where he gained a BSc in applied science. He started his career in the property market in 1974, and in 1983 he became a fund manager at Scottish Widows. In 1986 he joined Scottish Amicable as a fund manager and in 1996 moved to RREEF (UK) Limited where he was a director. Gerry has been a fund manager at SWIP since 2000 where he runs the SWIP Property Trust. He has been managing funds for over 26 years and is a member of the Royal Institution of Chartered Surveyors (MRICS) and the Investment Property Forum. Outside of fund management he enjoys golf, rugby, football, walking, music and the cinema and theatre.

Kerri Hunter

Objective

To provide investors with a total return consistent with a balanced commercial property portfolio. The Trust will invest primarily in commercial UK property. The Trust may also invest in US or continental European real estate, property related equities, property investment companies, collective investment schemes, government securities and cash.

Performance

UK Physical over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.4% 2.8% 3.3% 2.1%
2013 11.0% 0.6% 0.9% 2.4% 6.9%
2012 -1.8% -2.9% -0.2% 0.5% 0.9%
2011 3.0% 1.6% 1.4% -1.0% 1.0%
2010 9.2% 3.4% 2.1% 2.0% 1.4%
2009 1.8% -4.6% -1.2% 3.3% 4.6%
2008 -18.7% -4.2% -1.5% -4.4% -9.9%
2007 -10.8% 1.3% 1.3% -0.2% -12.9%
2006 16.2% 4.3% 5.3% 3.3% 2.5%
2005 18.2% 2.6% 5.7% 5.4% 3.4%
2004 0.8% 0.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2012

Top 10 Holdings

Stock Size
SDLT Non Exempt Fund 76.10
SWIP Sterling Short Term X Acc NAV 10.65
INPROP INST C-B OF 2.57
GBP Cash 1.74
SWIP Global Liquidity GBP Advisory 1.12
TESCO PROPERTY FINANCE PLC 7.623% 13-Jul-2039 1 0.89
Unibail-Rodamco SE ORD 0.78
BL SUPERSTORES FINANCE PLC 4.482% 04-Oct-2030 1 0.48
Land Securities Group PLC ORD 0.47
British Land Company PLC ORD 0.42
31/08/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/11/2004
  • Share Class size3,127Mn
  • Base currencyGBP
  • ISIN GB00B036Z659

Purchase Info

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

Charges

  • Annual management1.4%
  • Initial investment5

Related News

HSBC’s Morrell sticks with Swip Property trust and ups European exposure

HSBC’s Guy Morrell is sticking with Swip Property trust’s Gerry Ferguson ahead of the fund’s integration into Aberdeen Asset Management, following its purchase of the parent company.

Banbury cross: Swip and Aegon renew hostilities with rival minnow

Two huge property funds have appealed against a court decision to let a smaller competitor develop a retail park.

Swip switches giant property fund’s pricing as inflows surge

Scottish Widows Investment Partnership (Swip) has moved the pricing of its £2.5 billion Property Trust from a mid to an offer price basis following significant flows into the fund.

What does Swip have to offer Aberdeen?

Wealth Manager weighs the strengths and weaknesses of the two suitors across their fund ranges.

Finding diversification in a correlated world

Cross-asset correlations remain at elevated levels so how are wealth managers looking to build true diversification into their clients' portfolios?

Where to find +5% property yields

L&G Property Trust points to second-tier location distribution hubs and regional leisure space as areas where the fund had been able to pick up yields of between 5% and 10%.

A spotlight on Sanlam's private client performance

Sanlam senior private investment manager Chris Nevile explains why dropping UK property exposure and backing tried and true funds will be a good call.

The property funds on wealth manager buy lists

Wealth managers are returning to property for stable income in a volatile, inflationary world and we find out which real estate funds they are backing and why.

Six promotions and a hire for Swip's property team

The asset manager has bolstered its real estate team with six internal promotions and the appointment of Geoff Hepburn as an investment director.

Swip hires five fund managers for property team

Scottish Widows Investment Partnership has boosted its real estate capabilities with the appointment of five investment managers.

...more...

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