FP Foresight OEIC - FP Foresight Sustainable Real Estate Securities Fund A GBP Accumulation
Category Property - Indirect Global
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.904
£0.008 (+0.93%)
Fund Code
FOSAA
BMFYBB8
GB00BMFYBB80
Prices updated as at 12 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide an income yield of 4% net of fees with a secondary objective to achieve capital growth over a rolling 5 year period. The Fund will invest in global real estate via publicly traded securities (listed) on stock exchanges in developed markets (meaning North America, Western Europe and Asia Pacific), primarily Real Estate Investment Trusts (REITs), Investment Trusts and Closed-Ended Funds.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
Annual performance (%)
| Year | This fund | Property - Indirect Global |
|---|---|---|
| 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 22 | 19.49 | 19.34 |
| 31 Mar 22 - 31 Mar 23 | -27.49 | -18.21 |
| 31 Mar 23 - 31 Mar 24 | 4.12 | 5.53 |
| 31 Mar 24 - 31 Mar 25 | -2.04 | 0.12 |
Trailing returns (%)
| Year | This fund | Property - Indirect Global |
|---|---|---|
| 1 Day | -0.95 | -0.02 |
| 1 Month | 6.40 | 7.24 |
| 3 Months | -6.81 | -6.04 |
| 6 Months | -9.05 | -5.31 |
| 1 Year | -4.98 | 1.09 |
| 3 Years annualised | -8.86 | -3.34 |
| 5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
