Scottish Equitable Property Life FundRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -12.0 | 0.1 | -14.5 | -6.3 | 0.4 | |
+/-Sector | -6.4 | -7.7 | -7.2 | -3.5 | 2.1 | |
Sector: UK Direct Property (Life) |
Key Stats | ||
NAV 01/05/2024 | GBX 91.36 | |
Day Change | 0.01% | |
ABI Sector | UK Direct Property (Life) | |
ISIN | GB00B01VQS14 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) - | - | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Scottish Equitable Property Life Fund |
The fund aims to maximise returns through capital and rental growth and outperform the ABI UK Direct Property sector median over a rolling three-year period. It can invest directly in UK office, retail and industrial property and can invest up to 15% in property related equities (shares). The fund may, from time to time, hold a significant amount in cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 28/05/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ABI UK Direct Property Sec Median | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Scottish Equitable Property Life Fund | 31/12/2023 |
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