Warehouse REIT PLC (WHR)
Category Property - Direct UK
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
83.20p
Buy
83.50p
0.20p (+0.24%)
Discount/Premium
-33.56%
Estimated NAV
125.37p
Prices updated at 13 Nov 2024, 08:19 GMT
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
To provide shareholders with an attractive level of income together with the potential for income and capital growth by investing in a diversified portfolio of UK commercial property warehouse assets.
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.
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Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
30 Sep 13 - 30 Sep 14 | - | - |
30 Sep 14 - 30 Sep 15 | - | - |
30 Sep 15 - 30 Sep 16 | - | - |
30 Sep 16 - 30 Sep 17 | - | - |
30 Sep 17 - 30 Sep 18 | -0.20 | 4.32 |
30 Sep 18 - 30 Sep 19 | 12.90 | 9.90 |
30 Sep 19 - 30 Sep 20 | 12.87 | 14.29 |
30 Sep 20 - 30 Sep 21 | 38.78 | 36.23 |
30 Sep 21 - 30 Sep 22 | -23.61 | -25.63 |
30 Sep 22 - 30 Sep 23 | -18.63 | -3.77 |
30 Sep 23 - 30 Sep 24 | 15.74 | 17.77 |
Primary benchmark: FTSE EPRA/NAREIT NR
Peer group index: Morningstar IT Property - UK Logistics
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | -0.72 | -0.85 |
1 Month | -3.59 | -8.22 |
3 Months | -0.76 | -6.81 |
6 Months | 3.22 | -3.45 |
1 Year | 11.72 | 3.75 |
3 Years annualised | -15.65 | -11.37 |
5 Years annualised | 0.94 | 2.63 |
Primary benchmark: FTSE EPRA/NAREIT NR
Peer group index: Morningstar IT Property - UK Logistics
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.