Biggest and Best Global Property Funds

Which global real estate funds have delivered positive returns for investors? And which property funds have swelled with inflows?

Fatima Khizou 17 November, 2015 | 10:01AM
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3 Largest Global Real Estate Funds

The BlackRock ISF Developed Real Estate Index fund aims to deliver a total return that reflects the total return of the FTSE EPRA/NAREIT Developed Index, taking into account both capital and income returns. So far the fund has achieved this objective. It provides investors with an inexpensive, tax-efficient way to get broad-based global real estate exposure. This open ended index tracker has garnered most assets over the last few years in line with the general trend of increasing inflows into passives at the expense of active managers.

The Robeco Property Equities fund has a Morningstar Analyst Rating of Neutral and has been managed by Folmer Pietersma since October 2007. The team seeks to identify investment ideas within the space through an investment process that combines bottom-up stock picking with top-down analysis. The emphasis is on stocks with good earnings prospects and a reasonable valuation, with company management meetings also being a crucial part of the selection process. The main focus within the portfolio is on prime properties, representing around 65% of the total assets as of the end of June 2015.

The Franklin Global Real Estate fund’s management team is led by Wilson Magee who has been at the helm since 2010. They attempt to identify high quality REITs and similar REIT-like entities that tend to generate strong cash flows that comfortably cover their dividends. The managers use a combination of top-down macro analysis with bottom-up research, but the main focus is on stock selection.

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Fatima Khizou  is an Investment Research Analyst for Morningstar