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Threadneedle UK Property Trust

Ranked 18 out of 29 in - UK Physical over 12 months
All calculations are in GBP

Managed by

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 Threadneedle in 1994 where he is currently a director and fund manager. He has been managing funds for over 18 years and is a Charetered Surveyor and member of the Royal Instituition of Chartered Surveyors. Outside of fund management he enjoys tennis, soccer, music and the cinema and theatre.

Chris Morrogh

Chris Morrogh attended Cambridge University where he gained a Bachelors degree in land economy. He started his career as a surveyor with Prudential Portfolio Managers Limited and later joined Kemsley Whiteley & Ferris as an investment surveyor. In 1992 he moved to Allied Dunbar Property Funds as an investment surveyor to the Zurich Assurance Ltd AL Property Fund. Chris is currently a director and fund manager for Threadneedle Property Investments in London. He is a qualified Chartered Surveyor and is a member if the Royal Institution of Chartered Surveyors (RICS).

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.

Performance

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

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.7% 2.1% 3.1% 3.4%
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 -2.7% 0.2% 0.9% -0.5% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Germany
  3. Luxembourg
  4. United Kingdom

Fund Info

  • Launch date19/02/2007
  • Share Class size752Mn
  • Base currencyGBP
  • ISIN GB00B1Q1SR62

Purchase Info

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

Charges

  • Annual management1.5%

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