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ABRDN GLOBAL REAL ESTATE P1

Bestinvest LogoProperty fund offering geographic and sector diversification.

PRICE (INC)

57.52p

PRICE (ACC)

80.83p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.95%

ONGOING CHARGE

1.11%

YIELD

2.3%

1 YEAR
-4.00%
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Prices as at 07 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund seeks to generate income and some growth over the long term (5 years or more) by investing in global commercial property markets. The fund invests at least 80% in global commercial property and property-related equities (company shares) with the potential for up to 100% to be held in commercial property at any time.

Fund summary

SectorProperty Other
StructureUNIT TRUST
LaunchedApril 2012
Size£445m
Yield2.3%
Dividends paidMarch, June, September, December

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.95%
Ongoing Charges Figure1.11%

Investment Process

The objective of the fund is to provide income, with some capital appreciation over the longer term. To achieve this objectives it invests in a diversified portfolio of direct and indirect property assets. The fund invests on an international basis but it always likely to have a UK bias. Although the fund has a named fund manager who is ultimately responsible for the fund's performance, it also managed by dedicated team of property researchers. It also benefits from the resources of the property department, which has a team of 30 surveyors, and supervises all of the administrative matters associated with acquiring and maintaining a sizable property portfolio.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning