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SWIP MM GLOBAL REAL ESTATE SECURITIES A - Fund overview

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Overview of SWIP MM GLOBAL REAL ESTATE SECURITIES A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SWIP MM GLOBAL REAL ESTATE SECURITIES A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

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Fund summary

Sector	Property
Product type	OEIC
Launched	June, 2006
Size	£530m
Yield	2.6%
Charging basis	–
Dividends paid	30/11, 28/2, 31/5, 31/8
Bid price(inc)	107.90p
Bid price(acc)	123.60p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.75%
Total expense ratio	1.89%
Reduction in yield (10yr)	2.09%

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No information available.

Portfolio

swip mm global real estate securities a asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	100%
	Commodities	–
	Hedge	–
	Fund cash	–

No data available.

View all performance data for SWIP MM GLOBAL REAL ESTATE SECURITIES A

Investment process

The fund aims to provide investors with a total return by investing at least two-thirds of the Fund's total assets in a globally diversified portfolio of listed companies, REITs and other vehicles whose main activities include the ownership, management and/or development of real estate

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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