Social Housing REIT plc (SOHO)
Category Property - Direct UK
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell
65.90p
Buy
66.50p
0.00p (+0.00%)
Discount/Premium
-39.40%
Estimated NAV
108.745p
Prices updated at 09 Dec 2025, 17:09 GMT
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
To achieve its investment objective, the Group invests in a diversified portfolio of freehold or long leasehold social housing assets in the UK. The Group intends to hold its portfolio over the long-term, benefitting from generally long-term upward only leases which are, or are expected to be, linked to inflation or central housing benefit policy.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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Annual performance (%)
Year | This fund | Peer group index |
|---|---|---|
| 30 Sep 14 - 30 Sep 15 | - | - |
| 30 Sep 15 - 30 Sep 16 | - | - |
| 30 Sep 16 - 30 Sep 17 | - | - |
| 30 Sep 17 - 30 Sep 18 | 9.77 | 5.19 |
| 30 Sep 18 - 30 Sep 19 | -8.61 | -8.27 |
| 30 Sep 19 - 30 Sep 20 | 20.57 | -5.63 |
| 30 Sep 20 - 30 Sep 21 | -7.24 | 12.98 |
| 30 Sep 21 - 30 Sep 22 | -18.00 | -15.03 |
| 30 Sep 22 - 30 Sep 23 | -24.22 | -24.35 |
| 30 Sep 23 - 30 Sep 24 | 41.00 | 6.31 |
| 30 Sep 24 - 30 Sep 25 | 18.05 | 52.62 |
Primary benchmark:
Peer group index: Morningstar IT Property - UK Residential
Trailing returns (%)
Year | This fund | Peer group index |
|---|---|---|
| 1 Day | -0.89 | -0.15 |
| 1 Month | -0.01 | -0.62 |
| 3 Months | 0.81 | -3.80 |
| 6 Months | 2.75 | -2.94 |
| 1 Year | 19.79 | 45.04 |
| 3 Years annualised | 7.25 | 10.32 |
| 5 Years annualised | -1.38 | 1.96 |
Primary benchmark:
Peer group index: Morningstar IT Property - UK Residential
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
