Threadneedle UK Property Feeder Ret Acc

Buy Price (as of 21/09/2018) £0.592  Sell Price (as of 21/09/2018) £0.5609   Day Change :  0.00%     Fund Code:  THFRA 

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Gerry Frewin joined Threadneedle Property Investments in 2010 as an investment surveyor primarily responsible for sales, acquisitions and the day-to-day management of the Threadneedle UK Property Authorised Investment Fund, and also assisting with transaction activity for the Threadneedle Property Unit Trust, Threadneedle Strategic Property Fund and several third party portfolios. In 2015 he was appointed fund manager of the Threadneedle UK Property Authorised Investment Fund. Gerry is well versed in the companys property process, having worked for the firm between 2002 and 2005. Thereafter, he gained further experience at Mayfair Capital and Kilmartin Property Group. Gerry has a BSc (Hons) in Real Estate Valuation and Management from the University of the West of England and is also a member of the Royal Institution of Chartered Surveyors.


Don Jordison is Managing Director of Threadneedle Property Investments. Don began his career in 1982 at Prudential, following graduation in 1984 with First Class Honours Degree in Urban Estate Surveying. He then joined Allied Dunbar as a trainee property manager in 1985 and obtained Associate Membership of the Royal Institution of Chartered Surveyors. In 1988 he obtained an MBA from City University. In 1991 he became a Director. On the formation of Threadneedle Property Investments in 1994 by merging the property investment activities of Allied Dunbar and Eagle Star, Don joined as a founding director.
Investment HouseColumbia Threadneedle
Fund ProviderThreadneedle Investment Services Ltd
ManagerGerry Frewin   Biography
ManagerDon Jordison   Biography

Fund Objective The aim of the Fund is to provide income and to grow the amount you invested. The Fund will invest 100%, or close to 100%, in the Threadneedle UK Property Authorised Investment Fund (the ?Company?), which is a Property Authorised Investment Fund (?PAIF?) for tax purposes. Since the Fund will invest all, or a very high proportion, of its assets into the Company, the Fund?s investment returns are expected to be very similar to those of the Company. The objective of the Company is to grow the amount invested, and its investment policy is to invest typically at least two-thirds of its assets, either directly or indirectly in commercial real estate in theUnited Kingdom. The Company may also invest in shares, bonds, gilts, and other funds. The Company may invest in other assets including cash, for purposes of efficient portfolio management.

Key Statistics

Fund Status
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMProperty - Direct UK
Dividend FrequencyQuarterly
Historic Yield4.35%

Annual Charges

Morningstar ratings

3 YearsN/A
5 YearsN/A
10 YearsN/A

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Growth of £1000 Help

 as of  21/09/2018

Past Performance (%) Help

as of 

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Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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