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Threadneedle PAIF Retail Net Acc

Ranked 3 out of 4 in - Other Equity over 12 months
All calculations are in GBP unless stated

Managed by

Gerry Frewin

Gerry Frewin joined Threadneedle Property Investments in 2010 as an investment surveyor primarily responsible for sales, acquisitions and the day-to-day management of the Threadneedle UK Property Authorised Investment Fund, and also assisting with transaction activity for the Threadneedle Property Unit Trust, Threadneedle Strategic Property Fund and several third party portfolios. In 2015 he was appointed fund manager of the Threadneedle UK Property Authorised Investment Fund. Gerry is well versed in the company’s property process, having worked for the firm between 2002 and 2005. Thereafter, he gained further experience at Mayfair Capital and Kilmartin Property Group. Gerry has a BSc (Hons) in Real Estate Valuation and Management from the University of the West of England and is also a member of the Royal Institution of Chartered Surveyors.

Don Jordison

Don Jordison was born in Eastry, Kent in 1960. He attended Nottingham Trent University where he gained a degree in urban estate surveying, and later attended City University Business School where he gained an MBA. Don started his career in 1981 as a trainee at Prudential, and in 1984 he joined Hambro Life where he was also a trainee. In 1985 he joined Allied Dunbar where he worked as a surveyor and fund manager. Don joined Columbia Threadneedle in 1994 where he is currently a director and fund manager. He has been managing funds for over 18 years and is a Chartered Surveyor and member of the Royal Instituition of Chartered Surveyors. Outside of fund management he enjoys tennis, soccer, music and the cinema and theatre.

Objective

The objective of Threadneedle UK Property Trust is to obtain a total return based on income and capital appreciation primarily through investment in certain kinds of real estate, property-related securities, government and public securities and units in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Other Equity over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.3%
2017 11.5% 6.6% 1.4% 1.1% 2.0%
2016 -3.2% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/05/2016
  • Share Class size22Mn
  • Base currencyGBX
  • ISIN GB00BQ1YHQ70

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Columbia Threadneedle property fund hits £1.5bn

The fund continues to see net inflows and completed over 40 commercial property acquisitions during 2017, amounting to over £400 million.

Columbia Threadneedle property head Jordison to retire

Don Jordison is set to retire from the industry in May after 24 years at the firm.

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