CT UK Property Authorised Trust Institutional Accumulation GBP

Category Property - Direct UK

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

510.10p/475.60p

arrow-up0.40p (+0.08%)

Fund Code

THFIA

BQ3G0Y0

GB00BQ3G0Y06

Prices updated as at 26 Sep 2024

Prices in GBX

Investment objective

The objective of the Company is to obtain a total return based on income and capital appreciation predominantly through investment in certain kinds of real estate, property-related securities, government and public securities and units in collective investment schemes. The Company will invest primarily in UK commercial real estate. It may also invest in US or Continental European real estate, property-related securities, property investment companies, collective investment schemes (including other collective investment schemes managed, advised or operated by the ACD or its associates), cash and near cash, warrants, deposits and money market instruments.

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.

Company name

Threadneedle Investment Services Ltd

Fund launch date

13 May 2016

Domicile

United Kingdom

UCITS

Yes

Fund manager

Gerry Frewin

Manager start date

13 May 2016

Fund manager biography

Gerry Frewin is Head of Retail, UK Real Estate, at Columbia Threadneedle Investments. He took up this role in October 2020 and has overall responsibility for the investment performance and strategy of our UK retail property funds. He is also lead portfolio manager for the CT UK Property Authorised Investment Fund, which he has managed since 2015, as well as a range of institutional mandates. Gerry is well versed in Columbia Threadneedle’s real estate business, having worked for the company between 2002 and 2005. Thereafter, he gained further experience at Mayfair Capital and Kilmartin Property Group working across numerous real estate strategies. He started his career as a surveyor at Cardales and gained further investment experience at Smith Melzack and Edward Symmons and Partners. Gerry has a BSc (Hons) in Real Estate Valuation and Management from the University of the West of England and is also a member of the Royal Institution of Chartered Surveyors (RICS).

Head office

Cannon Place, 78 Cannon Street

London EC4N 6AG

London

United Kingdom

EC4N 6AG

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