Schroders Personal Wealth Multi-Manager Global Real Estate Securities B GBP Acc

Category Property - Indirect Global


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Last buy/sell price

£1.969

arrow-up£0.034 (+1.76%)

Fund Code

B14RFZ3

GB00B14RFZ35

Prices updated as at 28 Mar 2024
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Prices in GBP

Investment objective
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 statusOpen
Fund typeOpen Ended Investment Company
Fund managerRobin McDonald
1.98
1.69
Fund comparative indexMSCI World IMI Core Real Estate NR GBP
Property Other
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1.09
0.28
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Property - Indirect Global
No
Fund providerScottish Widows Schroder Personal Wealth (ACD) Limited
Share class launch date11 Dec 2013
£540.08m
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-
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Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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