Quilter Inv Glbl Prpty Scs R GBP HPt Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.69%
  • 3 Year sharpe0.46
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkFTSE EPRA Nareit Developed TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.15%
  • IA SectorProperty Other
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B84XYZ39

Investment Strategy

The Fund aims to achieve a combination of income and capital growth and to outperform the FTSE EPRA/NAREIT Developed Index, net of charges, over rolling five year periods. The emphasis of the Fund is investment in a globally diversified portfolio of property related securities of entities which generate rental income. Investment will be in transferable securities which are primarily (at least 70%) Real Estate Investment Trusts (REITs) or real estate companies. The Fund may also hold cash for liquidity purposes.

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