Balanced Commercial Property Trust (BCPT)

A Select 50 Fund - Our view
Category Property - Direct UK
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

78.90p

Buy

79.60p

arrow-up0.30p (+0.38%)

Discount/Premium

-27.95%

Estimated NAV

109.501p

Prices updated at 13 May 2024, 16:35 BST
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Prices in GBX
Investment objective
The policy of compnay is to hold a diversified portfolio of freehold and long leasehold (over 60 years remaining at the time of acquisition) UK commercial properties. It invests principally in three commercial property sectors: office, retail (including retail warehouses) and industrial. It also can have an exposure to other commercial property sectors such as healthcare, leisure, hotels and serviced apartments, residential property, student housing, car parks and petrol stations, storage and supermarkets.
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Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.

Growth of 1,000 as of 13 May 2024, 20:05

Trailing returns (%) as of 13 May 2024, 20:05

Annual performance (%)

Year
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This fundPeer group index
30 Sep 13 - 30 Sep 1414.7022.55
30 Sep 14 - 30 Sep 1514.9813.25
30 Sep 15 - 30 Sep 16-6.7912.38
30 Sep 16 - 30 Sep 1726.5210.96
30 Sep 17 - 30 Sep 18-2.402.06
30 Sep 18 - 30 Sep 19-12.2610.11
30 Sep 19 - 30 Sep 20-42.57-24.00
30 Sep 20 - 30 Sep 2156.6537.61
30 Sep 21 - 30 Sep 22-13.09-6.06
30 Sep 22 - 30 Sep 23-10.09-10.23

Primary benchmark:

Peer group index: Morningstar IT Property - UK Commercial

Trailing returns (%)

Year
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This fundPeer group index
1 Day--
1 Month-1.34-2.58
3 Months4.320.47
6 Months-14.95-2.87
1 Year-10.09-10.23
3 Years annualised6.975.08
5 Years annualised-9.21-0.58

Primary benchmark:

Peer group index: Morningstar IT Property - UK Commercial

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.