Schroder Global Cities Real Estate Z Accumulation GBP

Name
Schroder Global Cities Real Estate Z Accumulation GBP
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B1VPTY75
Sector
Property
Launched
16/04/2007
OCF
0.92 %
Risk Rating
4
3 Year Sharpe
0.87
3 Year Alpha
0.19
Yield
1.1 %
Benchmark
N/A
The Fund aims to provide income and capital growth by investing in equity and equity related securities of real estate companies worldwide. The Fund invests at least 80% of its assets in equity and equity related securities of real estate companies worldwide which generate the majority of their earnings from real estate investment related activities. The Fund seeks exposure to companies that invest in cities that the Manager believes will exhibit continued economic growth, supported by factors such as strong infrastructure and supportive planning regimes.
Holding %
Alexandria Real Estate Equities Inc 4.49 %
Rexford Industrial Realty Inc 3.97 %
Terreno Realty Corp 3.88 %
Equity Lifestyle Properties Inc 3.03 %
UDR Inc 3.00 %
Healthcare Realty Trust Inc 2.95 %
Deutsche Wohnen SE 2.75 %
The Howard Hughes Corp 2.74 %
Inmobiliaria Colonial SOCIMI SA 2.66 %
Mitsubishi Estate Co Ltd 2.64 %
Region %
United States 53.19 %
Eurozone 10.19 %
Japan 9.57 %
Asia - Developed 8.98 %
Australasia 5.73 %
Sector %
Real Estate 90.09 %
Name
Schroder Unit Trusts Limited
Address
EC2Y 5AU, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Hugo Machin
Joined 08/15/2014

Hugo Machin is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London. Hugo was the Head of European Listed Real Estate at AMP Capital from 2006 to 2014, which involved setting up the London office for the AMP Global Property Securities Fund. He was an Analyst LPTs at ING Investment Management, Sydney from 2002 to 2006, which involved researching listed Australian and Asian property stocks. He was an Assistant Fund Manager at Welcome Trust from 1999 to 2002, which involved being responsible for commercial property portfolio. Qualifications: Diploma in Cross Border Valuation from Oxford Said Business School; MSc in Real Estate Finance and Investment from Reading University; BA in English Literature from Durham University.

Tom Walker
Joined 08/15/2014

Tom Walker is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London. Tom was a Deputy Head of Global Listed Real Estate at AMP Capital from 2005 to 2014, which involved being responsible for investment, team management and client relationships. He was in the Valuation, Funds Management, Advisory departments at Jones Lang LaSalle from 1999 to 2005, which involved advising clients on all aspects of their UK portfolios. Qualifications: Graduate Diploma in Real Estate from London South Bank University; MRICS; BA in Politics from University of Newcastle Upon Tyne.

Data provided by Morningstar.

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