SLI UK Real Estate Retail Acc

Ranked 25 out of 41 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

George Shaw

George Shaw was born in 1967 graduated from Heriot-Watt University in Edinburgh with a BSc in estate management. He started his career with Weatherall Green & Smith where he progressed to senior surveyor before joining Lambert Smith Hampton in 1996 as an associate director. He joined Abbey National Asset Managers in 2002 where he was a property investment manager, and in 2005 he joined Ignis Asset Management where he runs the Ignis UK Property Fund. George is a member of the Royal Institute of Chartered Surveyors.

Objective

The objective of the Fund is to invest primarily in UK Commercial Property to provide a combination of income and capital growth over the longer term.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.1%
2018 4.2% 1.4% 1.0% 1.5% 0.2%
2017 6.7% 1.5% 1.1% 1.9% 2.1%
2016 -6.4% 1.2% -9.6% 0.7% 1.6%
2015 8.0% 1.5% 1.9% 1.9% 2.5%
2014 11.7% 2.0% 3.3% 3.0% 2.9%
2013 7.0% 0.6% 1.3% 1.6% 3.5%
2012 0.9% 0.7% -0.5% 0.1% 0.6%
2011 3.8% 0.9% 0.9% 1.2% 0.8%
2010 10.0% 3.6% 2.9% 1.3% 1.8%
2009 11.4% -4.9% -1.8% 9.2% 9.2%
2008 -16.5% -3.1% -1.0% -3.8% -9.6%
2007 -15.3% 1.5% 1.3% -1.2% -16.7%
2006 11.8% 2.5% 3.1% 2.5% 3.2%
2005 16.5% 2.5% 5.0% 4.3% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
SLI Ignis UK Property Fund 78.75%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2004
  • Share Class size2,099Mn
  • Base currencyGBX
  • ISIN GB00BJFL1522

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment25,000

Charges

  • Annual management1.30%
  • Initial investment5.25%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).