SF CL Fidelity Global Property Life S3
Category Property - Indirect Global
Last buy/sell price
153.90p
-0.20p (-0.06%)
Fund Code
BKP5YW9
GB00BKP5YW93
Prices updated as at 14 May 2025
|
Prices in GBX
Investment objective
The Fund aims to deliver an income and increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of companies in the real estate industry globally as well as other real estate-related investments which could include investment in countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The investment manager aims to hold a concentrated portfolio of 30-50 securities. The Fund is actively managed without reference to a benchmark.
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
Fund status | Open |
Fund type | Insured |
Fund manager | |
1.54 | |
1.35 | |
Fund comparative index | FTSE EPRA Nareit Developed TR GBP |
- | |
- | |
0.93 | |
0.02 | |
- | |
Property - Indirect Global | |
No | |
Fund provider | Scottish Friendly Assurance |
Share class launch date | 01 Nov 2019 |
£92.33m | |
- | |
- | |
- | |
- |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.