Property Rated Funds

Britain's exit from the European Union could hamper capital returns for investors in commercial property, but this asset class offers a steady source of yield and useful diversification.

There are two main approaches to property investment. The first is to invest in bricks and mortar, mainly via funds that own and manage commercial properties directly. The second is to invest in property companies listed on the stock exchange, either in the UK or globally. Funds that invest in property companies will move more in line with stock markets over the short term. 'Direct' bricks and mortar funds offer greater diversification from conventional equity markets. However, they are also less 'liquid' and it is for this reason that analysts and wealth managers often prefer closed-ended investment companies for property investing.

Three of our seven Rated Funds are investment trusts, three are open-ended funds, and the other is an exchange traded fund.

PROPERTYBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
TR Property IT plc
IT Property Securities
View Factsheet
PROPERTY7%
1 / 1
26%
1 / 1
35.9%
1 / 1
145.2%
1 / 1
Picton Prop Inc Ltd
IT Property Direct - UK
View Factsheet
PROPERTY2.4%
3 / 14
6.5%
5 / 13
37.6%
1 / 9
175.3%
1 / 7
Kames Property Income
UT Property
View Factsheet
PROPERTY0.5%
22 / 47
6.1%
25 / 47
19.3%
12 / 45
-
-
F&C Commercial Property
IT Property Direct - UK
View Factsheet
PROPERTY2.6%
2 / 14
2.2%
10 / 13
16.5%
6 / 9
70.5%
5 / 7
Fidelity Global Property
UT Property
View Factsheet
PROPERTY0.8%
12 / 47
-5.3%
41 / 47
12%
29 / 45
32.7%
24 / 39
Data provided by
Reviewed 01 April 2018

Rated Funds Update: Rated Funds 2018

Review: first quarter of 2018

The FTSE EPRA/NAREIT Global index, which tracks the performance of real estate securities, was particularly weak, falling 7 per cent over the quarter. In contrast the IPD UK All Property index, which tracks the total return from ‘bricks and mortar’ commercial property, rose by 1.4 per cent.

In the latter group, F&C Commercial Property was the stand-out performer with a gain of 5.2 per cent, which was boosted by a near 3 per cent improvement in its rating – moving from a small discount to NAV to a small premium.

The worst performer, Fidelity Global Property, marginally outperformed the benchmark index with a loss of 6.5 per cent.

No funds or trusts under review 

View a full list of our Rated Funds 2018 here