F&C Global Real Estate Securities 3

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 77.58 Day Change GBX +1.31 (1.72%)
Price Date 7 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.90 %
Total Expense Ratio 0.00 Fund Size 27,314,600.00
Launch Date 18/12/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 50,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BG5GMD10 Min TopUp (£) 250,000.00

Fund Objective

The Fund invests in Global Real Estate Securities and aims to deliver a total return greater than the FTSE EPRA/NAREIT Developed Global Index (net total return in GBP), whilst retaining geographical neutrality versus the benchmark.

Fund Managers

Marcus Phayre-Mudge
Marcus is a fund manager in the property equities team. He joined Thames River Capital (now part of BMO Global Asset Management) in October 2004 from Henderson Global Investors, initially managing the direct property portfolio within TR Property Investment Trust and latterly managing a number of UK and pan-European real estate equity funds, including the Henderson Horizon Pan European Property Securities Fund. Prior to joining Henderson, Marcus was an investment surveyor at Knight Frank and was made an associate partner in the fund management division. He qualified as a chartered surveyor in 1992 and has a BSc (Hons) in Land Management from Reading University.