F&C Global Real Estate Securities 3

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 85.08 Day Change GBX 0.19 (-0.38%)
Price Date 26 Jun 2017 Crown Rating 4
Shares Class Inc. Yield 1.40 %
Total Expense Ratio 0.00 Fund Size 33,911,700.00
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 GB00BG5GMF34 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 Custom Midday Net Tax Index (total return in GBP), whilst retaining geographical neutrality versus the benchmark.

Fund Managers

Marcus Phayre-Mudge
Marcus Phayre-Mudge joined the firm in October 2004 and is a fund manager and head of our Real Estate Securities team. Prior to joining, Marcus was a partner at Thames River Capital (now part of BMO Global Asset Management). He was at Henderson Global Investors from 1997 to 2004. He manages TR Property Investment Trust, the largest European closed-ended real estate equity Investment Trust as well as co-managing F&C Property Growth & Income Fund (which he launched in 2005) and the F&C Global Real Estate Securities Fund. Prior to joining Henderson, Marcus was an investment surveyor at Knight Frank (1990) and was made an Associate Partner in the fund management division (1995). He qualified as a Chartered Surveyor in 1992 and has a BSc (Hons) in Land Management from Reading University.
Alban Lhonneur
Alban Lhonneur joined Thames River (now part of BMO Global Asset Management) in July 2008 and is a fund manager in the Real Estate Securities team. He was previously at Citigroup Global Markets as an Equity Research analyst focusing on Continental European Real Estate. Prior to that he was at Société Générale Securities, where he focused on transport equity research. He completed a Bsc Business and Management program at ESC Toulouse including one year at the Brunel University, School of Business Management in London. He also attended CERAM Nice High Business School. In 2005 he obtained a Post-graduate Specialised Master in Finance in 2005 from ESCP-EAP.