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SPW MULTI-MANAGER GLOBAL REAL ESTATE SECURITIES B

PRICE (INC)

146p

PRICE (ACC)

186.5p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.95%

ONGOING CHARGE

1.08%

YIELD

3.2%

1 YEAR
-9.15%
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Prices as at 05 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 aims to provide income and capital growth in excess of the MSCI World Investable Market Core Real Estate (Net Total Return) index (after fees have been deducted) over five to seven years by investing in property securities worldwide. The Fund is actively managed and invests at least 90% of its assets in equity or equity related securities of real estate companies worldwide. This includes investment in real estate investment trusts, exchange traded funds, or other closed ended funds which invest in real estate companies.

Fund summary

SectorProperty Other
StructureOEIC
LaunchedDecember 2013
Size£508m
Yield3.2%
Dividends paidFebruary, May, August, November

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.95%
Ongoing Charges Figure1.08%

Investment Process

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