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Threadneedle UK Property Trust

Ranked 10 out of 33 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

Gerry Frewin

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

UK Physical over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.2%
2015 9.1% 1.7% 2.5% 2.3% 2.3%
2014 14.3% 2.1% 3.1% 4.8% 3.6%
2013 4.8% 0.0% 1.2% 0.8% 2.7%
2012 -1.1% 0.6% -1.1% -0.6% 0.0%
2011 2.1% 0.5% 0.9% 0.3% 0.4%
2010 4.4% 2.1% 1.1% 0.5% 0.7%
2009 0.4% -1.6% -1.2% 0.5% 2.7%
2008 -7.7% -3.0% -0.2% -2.1% -2.6%
2007 0.9% -0.5% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. United Kingdom

Fund Info

  • Launch date19/02/2007
  • Share Class size1,386Mn
  • Base currencyGBP
  • ISIN GB00B1Q1SR62

Purchase Info

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

Charges

  • Annual management1.50%

Related News

Columbia Threadneedle moves £1.3bn property fund to bid price

The move follows similar changes at Henderson Global Investors, M&G and Standard Life Investments.

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