Schroder Global Cities Real Estate L Accumulation GBP
Category Property - Indirect Global
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.025
£-0.008 (-0.77%)
Fund Code
SZGLA
BDD2DQ0
GB00BDD2DQ09
Prices updated as at 08 Oct 2024
Prices in GBP
Investment objective
The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed TR GBP (Net) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of real estate companies worldwide which generate the majority of their earnings from real estate investment related activities. The Fund may invest in real estate investment trusts. The Fund seeks exposure to companies that invest in cities that the Investment Manager believes will exhibit continued economic growth, supported by factors such as strong infrastructure and supportive planning regimes.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Schroder Unit Trusts Limited
Fund launch date
09 Dec 2005
Domicile
United Kingdom
UCITS
Yes
Lead manager
Hugo Machin
Lead manager start date
15 Aug 2014
Lead fund manager biography
Hugo Machin is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London.
Hugo was the Head of European Listed Real Estate at AMP Capital from 2006 to 2014, which involved setting up the London office for the AMP Global Property Securities Fund.
He was an Analyst LPTs at ING Investment Management, Sydney from 2002 to 2006, which involved researching listed Australian and Asian property stocks.
He was an Assistant Fund Manager at Welcome Trust from 1999 to 2002, which involved being responsible for commercial property portfolio.
Qualifications: Diploma in Cross Border Valuation from Oxford Said Business School; MSc in Real Estate Finance and Investment from Reading University; BA in English Literature from Durham University.
Lead manager
Tom Walker
Lead manager start date
15 Aug 2014
Lead fund manager biography
Tom Walker is an Investment Director on the Inflation team, responsible for management of UK inflation linked bond funds and co-management of the Global inflation linked bond funds. Tom joined Abrdn as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. Tom originally joined Standard Life Investments as an Investment Analyst on the Real Returns Team in January 2013. At the time, his responsibilities included analysing markets and contributing to trade ideas, further to this he monitored positions and performance of funds, and provided attribution analysis to the team. In July 2016, Tom was appointed lead portfolio manager of the UK inflation linked bond mandates and from July 2018 was appointed co-manager on the global inflation linked bond funds. Tom holds the following qualifications, MSc, BA (Hons) First Class, IMC, and has been a CFA Charterholder since 2016.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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