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Scot Wid MultiManager Global Real Estate Securities

FE Crown Rating

Fund Objective

To achieve long-term growth by investing principally in a globally diversified portfolio of shares of listed companies, real estate investment trusts (REITs) and other investments, the activities of which include the ownership, management and/or development of global real estate. The portfolio 's investments will be managed by a number of fund managers. Fund managers are selected and assets are allocated in conjunction with Russell Investment Group.

Fund Manager

Vicky Watson

Fund Manager

Domicile

United Kingdom

Sector

Global Property

Currency

GBX

Primary Asset Class

Property

Fund Size

GBX 4.21m as at 17-May-2013

Unit Name

Scot Wid MultiManager Global Real Estate Securities

Inc/Acc

Accumulating 

Citicode

ER13

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B142WJ18 

Annual Charge

0.87%

Bid

GBX 160.40

Offer

GBX 168.90

Change (Offer)

0.30 (0.18%)
17-May-2013

Unit LaunchDate

01-Jun-2006

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 20.60 12.09 27.00 36.63 46.62 46.35
Sector 10.98 6.50 14.81 21.23 30.26 8.27
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 20.04 -7.36 20.20 23.45 -22.43
Sector 14.23 -4.98 14.91 8.85 -26.88

Asset Allocation

breakdown chart
  Asset Class % of Fund
Property Shares 100.00

Regional Breakdown

breakdown chart
  Region % of Fund
USA 45.55
Japan 13.46
Hong Kong 9.99
Australia 8.17
UK 5.94
Singapore 4.68
Canada 3.77
France 3.15
Germany 1.78
China 0.88
Switzerland 0.84
Sweden 0.72
Netherlands 0.41
Brazil 0.21
Mexico 0.18
Philippines 0.16
Finland 0.11

Sector Breakdown

breakdown chart
  Sector % of Fund
Other - Property 33.32
Retail - Property 25.10
Offices - Property 14.16
Residential - Property 9.47
Health Care - Property 6.03
Industrial - Property 5.15
Warehouse - Property 3.59
Hotels - Property 3.18

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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