M&G Property Portfolio Sterling I Acc

Name
M&G Property Portfolio Sterling I Acc
Manager
M&G Securities Ltd
Type
Open Ended Investment Company
ISIN
GB00B8FYD926
Sector
UK Direct Property
Launched
18/01/2013
OCF
0.81 %
3 Year Sharpe
0.10
Yield
3.5 %
Benchmark
IA UK Direct Property
The investment objective of the Fund is to carry on Property Investment Business and to manage cash raised from investors for investment in the Property Investment Business. In so doing, the Fund aims to maximise long term total return (the combination of income and growth of capital) through investment mainly in commercial property.
Holding %
1 8 New Square Bedfont Lakes 6.83 %
Wales Designer Outlet 4.88 %
Parc Trostre Retail Park, Llan 4.33 %
Fremlin Walk 3.34 %
Iron Mountain Distribution War 3.29 %
Riverside Retail Park, Northam 3.26 %
Aurora 120 Bothwell Street 3.10 %
Gracechurch Centre 2.72 %
Bakers Rd Uxbridge (P12584) 2.38 %
Lindis Retail Park 2.33 %
Region %
United Kingdom 100.00 %
Name
M&G Securities Ltd
Address
EC4R OHH, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Justin Upton
Joined 04/01/2018

Justin Upton joined M&G Real Estate in January 2010 as deputy fund manager of the M&G Pooled Pensions Property Fund (PPLP). With effect from 1 April 2018, he was promoted to co-fund manager of the M&G Property Portfolio and the M&G Feeder of Property Portfolio. On 1 January 2012, he was appointed deputy fund manager of the M&G Property Portfolio. Before M&G Real Estate, Justin spent two years as a director at Mayfair Capital Investment Management where he was involved with the MC Special Opportunities Fund and Income Trust for Charities. Prior to this, he spent five years at Henderson Global Investors as assistant fund manager on the Henderson Retail Warehouse Fund and the Caspar Fund. Justin undertook his RICS accreditation during four years spent with Cushman Wakefield’s capital markets team. He holds a degree from the University of Birmingham in social and economic history and a Masters from City University in property law and valuation.

Fiona Rowley
Joined 01/18/2013

Fiona Rowley joined M&G Real Estate as an investment surveyor in 1994 and was appointed deputy fund manager of the M&G Property Portfolio on its launch in 2005. She was appointed fund manager in 2007. Before joining the group, Fiona worked for property service company Knight Frank. She has a first class honours degree in estate management from South Bank University and is a member of the Royal Institution of Chartered Surveyors (RICS) and the Investment Property Forum.

Data provided by Morningstar.

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