Invest in the new Fidelity Global Property Fund however, and you can take advantage of a huge diversity across properties worldwide. It 19s the simple way to invest in property.
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Global Property Fund
Fidelity's Global Property fund offers many advantages over some of the traditional 'bricks and mortar' funds, offering you a cost effective way to access property across the globe.
Global Diversification By investing globally and across many different property categories, you are spreading your investment and can take advantage of the growth potential anywhere in the world.
Liquidity
The fund invests predominately in REITs (Real Estate Investment Trusts). These are shares of listed companies and because they can be traded daily, the fund manager has the flexibility to buy and sell holdings quickly. But, some funds in the property sector invest directly in property and land and these can be more difficult to sell than shares. Therefore, with these funds there may be a delay in acting on your instructions to sell your investment, making it difficult to sell or cash in when you want to.
Low entry
You can gain exposure to investments such as shopping centres and industrial buildings, that you could not afford to buy yourself. The minimum lump sum investment to our fund is just £1,000
Cash
A "bricks and mortar" fund needs to hold large cash reserves, both to purchase property and to meet its investors' redemption requests. This means that potentially a large proportion of the fund's value is held in easy access, lower yield cash investments. A REIT based fund has more flexibility, and can make more of the opportunities for growth offered by equities.
Why invest in REITs?
Feature
Fidelity Global Property Fund
Direct Property
Funds investing directly in property
Low entry costs
High liquidity
Low cash holdings
Global diversification
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1 Although funds investing directly in property may invest overseas, many UK-based funds have a significant bias towards the UK.
Please speak to your Financial Adviser to discuss your investment options.
The value of this fund can go down as well as up so you may get back less than you invested. The return may increase or decrease as a result of currency fluctuations.
