Threadneedle Feeder UK Property Ret Net Acc

Ranked 39 out of 41 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

Gerry Frewin

Gerry Frewin joined Threadneedle Property Investments in 2010 as an investment surveyor primarily responsible for sales, acquisitions and the day-to-day management of the Threadneedle UK Property Authorised Investment Fund, and also assisting with transaction activity for the Threadneedle Property Unit Trust, Threadneedle Strategic Property Fund and several third party portfolios. In 2015 he was appointed fund manager of the Threadneedle UK Property Authorised Investment Fund. Gerry is well versed in the company’s property process, having worked for the firm between 2002 and 2005. Thereafter, he gained further experience at Mayfair Capital and Kilmartin Property Group. Gerry has a BSc (Hons) in Real Estate Valuation and Management from the University of the West of England and is also a member of the Royal Institution of Chartered Surveyors.

Objective

The objective of the Trust is to obtain a total return based on income and capital appreciation by investing solely in Threadneedle UK Property Authorised Investment Fund.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.1%
2018 -3.0% 1.3% 1.1% 0.8% -6.1%
2017 11.5% 6.6% 1.4% 1.1% 2.0%
2016 -3.2% 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Threadneedle PAIF Retail Gross Acc 100.00%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/05/2016
  • Share Class size370Mn
  • Base currencyGBP
  • ISIN GB00BQ3G1143

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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