Our approach

The fund is open-ended, daily-traded and seeks to deliver sustainable income growth underpinned by a focused strategy.

We aim to provide a resilient total return at one per cent above the benchmark (MSCI/AREF UK QPFI All Balanced Funds) for UK balanced property funds through conviction-led investment. Investing in high-quality properties in locations where people live, work, play and learn, and in specific locations where our market knowledge provides a competitive advantage.

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Benefits

Scale

We are the UK's largest property manager and our size and focus provides us with a competitive advantage in our chosen locations.

Expertise

With property investment professionals based all over the UK, we have an information advantage that gives us a competitive edge.

Efficient

The fund offers efficient, cost-effective exposure to a relatively illiquid asset class.

Diversification

With a relatively low correlation to traditional asset classes, property is an effective portfolio diversifier.

Yield effect

The superior yield generated by property has the potential to significantly boost total returns.

Key risks

For further information on the risks and risk profiles of this fund, please refer to the Key Features document.
Past performance is not a guide to future performance.

Investment risk

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Real estate risk

Where funds are invested in real estate, investors may not be able to switch or cash in an investment when they want because real estate may not always be readily saleable. If this is the case, we may defer a request to switch or cash in shares or units. Investors should also bear in mind that the valuation of real estate is generally a matter of valuers’ opinion rather than fact.

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For further information, please contact our investment sales team.

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