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STANDARD LIFE GLOBAL REIT - Fund overview

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Overview of STANDARD LIFE GLOBAL REIT

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE GLOBAL REIT does not fall into either of these categories at present.

Standard Initial Charge

4.00% 0.00%

Invest via Bestinvest

to save 4.00%

Fund summary

Sector  Property
Product type  OEIC
Launched  January, 2007
Size  £62m
Yield 1.9%
Charging basis  Capital
Dividends paid  31/3, 30/6, 30/9, 31/12.
Bid price(inc) 28.65p
Bid price(acc) 32.83p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.64%
Reduction in yield (10yr) 1.64%

Bestinvest says


No information available.

Portfolio

standard life global reit asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 0%
Property 100%
Commodities 0%
Hedge 0%
Fund cash 0%
standard life global reit equity geographic illustration
Allocation Proportion
UK 8%
Europe 8%
Nth America 25%
Japan 14%
Pacific 32%
Other Equity 13%
standard life global reit equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the fund is to maximise total return from income and capital appreciation by investing primarily in listed closed ended real estate investment trusts (REITs) or securities and companies principally engaged in real estate activities on a global basis. Overseas currency exposure will generally be hedged back into sterling.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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