Global REIT Focus Fund D Acc Unhedged USD

Institutional ISIN: LU2079716341

Price (USD)
7.2369
Daily change
Up 0.07 (0.98%)
 
 
Change date
27/03/2020

Introduction

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. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Fund management

Svitlana Gubriy

Svitlana Gubriy

Svitlana Gubriy is a Fund Manager for Standard Life Investments’ global listed property funds that invest in real estate securities on a global scale including Australia, United States, Europe and Asia. In this capacity, Svitlana is responsible for managing investments, identifying new investment opportunities and implementing the Fund’s strategy. In addition, she is responsible for fundamental equity research of listed real estate companies as well as analysis of underlying property markets across a range of geographies, including Europe, North America, Australia and Asia. She is also involved in new product development for Standard Life Investments and its clients.

Performance

Note: This fund/share class has been available for less than one year, therefore no past performance has been shown.

In depth

Investment 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. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Key information

ManagerSvitlana Gubriy
Launch date26 Jan 2007
Fund currencyEUR
BenchmarkFTSE EPRA Nareit Developed Index (EUR)
Codes
ISIN:
LU2079716341
Bloomberg:
Citicode:
QQGR
Charges (%)
Annual management charge:
0.850
Risk and Reward
Min value of holdings
Min holding:
€500,000
Min initial investment:
€1,500,000

Performance

Note: This fund/share class has been available for less than one year, therefore no past performance has been shown.

Factsheets and guides

Prospectus and reports

Fund price detailsDownload
DatePrice

The value of an investment can fall as well as rise and is not guaranteed - you may get back less than you put in. Past performance is not a guide to future performance.

These historic unit prices are provided by FE, and are for information purposes only. Aberdeen Standard Investments is not responsible for the accuracy or completeness of information supplied by FE.

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