FP Foresight Sustainable Real Estate Securities Fund

Select share classes

FP Foresight OEIC - FP Foresight Sustainable Real Estate Securities Fund A GBP Income

Category Property - Indirect Global


star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.7977

arrow-down£-0.002 (-0.28%)

Fund Code

FOSAI

BMFYBC9

GB00BMFYBC97

Prices updated as at 20 Dec 2024
|
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.

Company name
Foresight Group LLP
Fund launch date
15 Jun 2020
Domicile
United Kingdom
UCITS
Yes
Fund manager
Nick Scullion
Manager start date
15 Jun 2020
Fund manager biography
Nick Scullion is the Head of Foresight Capital Management and is responsible for investment decisions, fund management and the growth of Foresight’s open-ended fund business. Nick joined Foresight in 2017 and has 9 years' experience in fund management, capital markets and corporate finance. Nick spent almost two years in Foresight's New Product Development team where he was responsible for the development of new business undertakings, from concept to execution, across a variety of sectors including infrastructure, private equity, project finance and venture capital. Prior to joining Foresight, Nick worked at EY as a Transaction Advisor where he focused on M&A and corporate strategy. He has also worked as a Management Consultant at Accenture focusing on corporate banking.
Fund manager
Aqib Hashamali
Manager start date
01 Jun 2022
Fund manager biography
Aqib has 8+ years of investment experience in public markets and listed real assets. Aqib joined Foresight group in 2021 and has previous experience in multi asset research and portfolio management. Aqib graduated from the University of Bath with an economics degree and is a CFA Charterholder.
Head office
THE SHARD
32 LONDON BRIDGE STREET
London
United Kingdom
SE1 9SG
Got a question?
Get in touch
we're here to help:
+44 (0)20 3667 8100
Mon-Fri 8am to 6pm


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 2024 Morningstar. All rights reserved.