Home REIT Ltd (HOME)

Category Property - Direct UK

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

38.30p

Buy

38.70p

arrow-up0.00p (+0.00%)

Discount/Premium

+38.72%

Estimated NAV

27.43p

Prices updated at 27 Mar 2025, 16:15 GMT
| Prices minimum 15 mins delay
|
Prices in GBX

Investment objective
The Company’s investment objective is to realise all existing investments in the Company’s portfolio in an orderly manner, with a view to ultimately returning available cash to Shareholders, following the repayment of the Company’s borrowings

arrow-down-0.2%
LSE

Annual performance (%)

This fundPeer group indexPrimary benchmark
31 Mar 14 - 31 Mar 15---
31 Mar 15 - 31 Mar 16---
31 Mar 16 - 31 Mar 17---
31 Mar 17 - 31 Mar 18---
31 Mar 18 - 31 Mar 19---
31 Mar 19 - 31 Mar 20---
31 Mar 20 - 31 Mar 21---
31 Mar 21 - 31 Mar 2211.725.61-
31 Mar 22 - 31 Mar 23-67.45-39.57-
31 Mar 23 - 31 Mar 24-10.09-
31 Mar 24 - 31 Mar 25-44.46-

Primary benchmark: No benchmark

Peer group index: Morningstar IT Property - UK Residential

Trailing returns (%)

This fundPeer group indexPrimary benchmark
1 Day-0.53-
1 Month-5.58-
3 Months245.9143.57-
6 Months-42.46-
1 Year-47.78-
3 Years annualised-30.500.76-
5 Years annualised---

Primary benchmark: No benchmark

Peer group index: Morningstar IT Property - UK Residential

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.