abrdn UK Real Estate Fund Retail AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -4.0 | 10.4 | -10.7 | -2.3 | -0.5 | |
+/-Cat | -1.0 | -0.1 | -1.5 | 0.9 | 0.5 | |
+/-B’mrk | - | - | - | - | - | |
Category: Property - Direct UK | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 28/03/2024 | GBX 104.00 | |
Day Change | -0.29% | |
Morningstar Category™ | Property - Direct UK | |
IA (formerly IMA) Sector | UK Direct Property | |
ISIN | GB00BJFL1522 | |
Fund Size (Mil) 29/02/2024 | GBP 846.32 | |
Share Class Size (Mil) 28/03/2024 | GBP 42.54 | |
Max Initial Charge | 7.50% | |
Ongoing Charge 15/02/2024 | 1.30% |
Investment Objective: abrdn UK Real Estate Fund Retail Acc |
To generate income and some growth over the long term (5 years or more) by investing in UK commercial property. It is intended that the fund will be a PAIF at all times and, as such, its investment objective is to carry on property investment business and to manage cash raised for investment in the property investment business. The fund will invest at least 70% in a diversified portfolio of UK freehold and leasehold commercial property selected from across the retail, office, industrial and other sectors. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
George Shaw 18/03/2016 | ||
Inception Date 06/05/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Property Sector (UK Direct) | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn UK Real Estate Fund Retail Acc | 29/02/2024 |
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