Property

Global diversification - by investing globally and across different property categories, you are spreading your investment and can take advantage of growth potential anywhere in the world.

Liquidity - the fund invests mainly in Real Estate Investment Trusts (REITs). These are shares of listed companies, so the fund manager can buy and sell holdings quickly. In contrast, some funds in the property sector invest directly in property and land, which can be more difficult to sell. 

Low entry costs - the minimum lump sum investment to our fund is just £1,000, giving you exposure to investments such as shopping centres and industrial buildings.

Cash - a 'bricks and mortar' fund needs to hold large cash reserves, both to purchase property and to meet its investors' redemption requests.  This means that potentially a large proportion of the fund's value is held in easy access, lower yield cash investments.  A REIT-based fund has more flexibility, and can exploit opportunities for growth offered by equities.

Choice - our fund is available in OEICs or SICAVs.

Please note, the value of investments, and the income from them, can go down as well as up.

Overseas investments may be subject to currency fluctuations.