abrdn UK Real Estate Fund Platform 1 Acc

Category Property - Direct UK

This fund can be held in an Investment ISA and a SIPP

Last buy/sell price

50.34p

arrow-up0.01p (+0.02%)

Fund Code

STROA

BYPHP53

GB00BYPHP536

Prices updated as at 16 Sep 2024

Prices in GBX

Investment objective

To generate income and some growth over the long term (5 years or more) by investing in UK commercial property. It is intended that the fund will be a PAIF at all times and, as such, its investment objective is to carry on property investment business and to manage cash raised for investment in the property investment business. The fund will invest at least 70% in a diversified portfolio of UK freehold and leasehold commercial property selected from across the retail, office, industrial and other sectors.

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.

Growth of 1,000 as of 16 Sep 2024, 23:09

10Y

Annual performance (%)

Year	This fund	Property - Direct UK
30 Jun 13 - 30 Jun 14	10.12	11.24
30 Jun 14 - 30 Jun 15	9.34	10.61
30 Jun 15 - 30 Jun 16	-4.14	0.24
30 Jun 16 - 30 Jun 17	5.30	6.18
30 Jun 17 - 30 Jun 18	6.94	6.36
30 Jun 18 - 30 Jun 19	1.43	1.11
30 Jun 19 - 30 Jun 20	-6.00	-3.65
30 Jun 20 - 30 Jun 21	4.62	2.35
30 Jun 21 - 30 Jun 22	14.70	12.47
30 Jun 22 - 30 Jun 23	-14.39	-15.10
30 Jun 23 - 30 Jun 24	-4.69	-2.76

Trailing returns (%)

Year	This fund	Property - Direct UK
1 Day	0.02	0.12
1 Month	0.74	0.87
3 Months	-0.20	1.71
6 Months	-0.04	2.45
1 Year	-3.75	0.78
3 Years annualised	-2.70	-1.23
5 Years annualised	-1.55	-0.70

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.

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