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SWIP UK REAL ESTATE A - Fund overview

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Overview of SWIP UK REAL ESTATE A

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

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Property
Product type  OEIC
Launched  May, 2006
Size  £9m
Yield 2.8%
Charging basis  –
Dividends paid  –
Bid price 52.73p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.68%
Reduction in yield (10yr) 1.88%

Bestinvest says


No information available.

Portfolio

swip uk real estate a asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 0%
Property 100%
Commodities 0%
Hedge 0%
Fund cash 0%
swip uk real estate a equity geographic illustration
Allocation Proportion
UK
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
swip uk real estate a equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 23%
Small Caps 6%

Investment process


The Fund’s aim is to provide a total return by investing predominantly in a portfolio of listed companies and other vehicles whose activities include the ownership, management and/or development of UK real estate. The Fund will predominantly invest in the securities of listed companies and other vehicles that derive the majority of their income from the ownership, management and/or development of real estate located in the United Kingdom.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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