abrdn Global Real Estate Share Fund Platform 1 IncomeRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -12.3 | 30.1 | -24.4 | 9.1 | -0.8 | |
+/-Cat | -3.4 | 4.4 | -6.6 | 4.2 | 0.1 | |
+/-B’mrk | -0.3 | 5.9 | -10.4 | 5.5 | -0.4 | |
Category: Property - Indirect Global | ||||||
Category Benchmark: FTSE EPRA Nareit Global TR USD |
Key Stats | ||
NAV 19/04/2024 | GBX 58.81 | |
Day Change | 0.07% | |
Morningstar Category™ | Property - Indirect Global | |
IA (formerly IMA) Sector | Property Other | |
ISIN | GB00B6TQN017 | |
Fund Size (Mil) 19/04/2024 | GBP 33.69 | |
Share Class Size (Mil) 19/04/2024 | GBP 1.91 | |
Max Initial Charge | - | |
Ongoing Charge 21/12/2023 | 0.94% |
Investment Objective: abrdn Global Real Estate Share Fund Platform 1 Income |
To generate income and some growth over the long term (5 years or more) by investing in listed closed ended real estate investment trusts (“REITs”) and equities (company shares) of companies engaged in real estate activities. The fund invests at least 70% in REITs and equities and equity related securities of real estate related companies listed on global stock exchanges. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Svitlana Gubriy 26/01/2007 | ||
Inception Date 25/05/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE EPRA Nareit Developed TR Hdg GBP | FTSE EPRA Nareit Global TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn Global Real Estate Share Fund Platform 1 Income | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Prologis Inc | Real Estate | 8.62 |
Equinix Inc | Real Estate | 5.90 |
Welltower Inc | Real Estate | 4.15 |
Digital Realty Trust Inc | Real Estate | 3.85 |
Public Storage | Real Estate | 3.75 |
Increase Decrease New since last portfolio | ||
abrdn Global Real Estate Share Fund Platform 1 Income |