Zurich Property AP Pension FundRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.0 | 20.5 | -10.8 | 1.2 | 2.3 | |
+/-Sector | 5.4 | 9.0 | -3.1 | 2.7 | -2.1 | |
Sector: UK Direct Property (Pen) |
Key Stats | ||
NAV 28/05/2024 | GBX 8910.40 | |
Day Change | 0.04% | |
ABI Sector | UK Direct Property (Pen) | |
ISIN | GB0004061700 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) - | - | |
Stakeholder | No |
Investment Objective: Zurich Property AP Pension Fund |
The fund invests in a spread of business properties, mainly in the UK, but also overseas, generally let on long term leases to good quality tenants with regular rent reviews; some properties are acquired with the intention of carrying out development. This investment aim is intended to combine the prospects of good capital growth with a secure and rising rental income. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
James Rigg 01/01/1995 | ||
Inception Date 13/01/1984 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
- | Morningstar Gbl Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Zurich Property AP Pension Fund | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Zp Pen Prop Fund Zpprop | 92.69 | |
Zp Pension Money Market 00 Zp Pe... | 7.34 | |
Increase Decrease New since last portfolio | ||
Zurich Property AP Pension Fund |