Scot Wid MM Global Rel Est Sec B GBP Inc

Fund

Fund Info

  • Yield History1.32%
  • 3 Year sharpe0.72
  • 3 Year alpha-2.36
  • Distribution Typeincome
  • BenchmarkFTSE EPRA Nareit Global TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.11%
  • SectorProperty Other
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB00B14RG059

Investment Strategy

The Fund’s aim is to provide a total return by investing at least two-thirds of the Fund's total assets in transferable securities of listed companies and other vehicles, including Real Estate Investment Trusts (REITs), and collective investment schemes, each of whose main activities include the ownership, management and/or development of real estate around the world. The Fund may also invest the remaining portion of its assets in other equities, in new issues for which application for listing on a stock exchange will be sought, in other transferable securities and in convertibles, warrants, cash, near cash, money market instruments, deposits and in other collective investment schemes.