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See PPM Sanlam Property fund as a pension fund
See underlying PPM Sanlam Property fund

SIP Snowdonia Property

Underlying Fund

PPM Sanlam Property

FE Crown Rating ( Underlying )

()

Fund Objective ( Underlying )

To provide income and capital growth from a portfolio which will mainly consist of European investments. The Fund invests in commercial property shares in the UK and Europe. In addition, the Fund may invest up to 20% of the portfolio value in companies outside of Europe.

Fund Manager ( Underlying )

Alex Ross

Domicile

United Kingdom

Sector

Global Property

Currency

GBX

Primary Asset Class

Property

Fund Size

GBX 0.57m as at 28-Feb-2013

Unit Name

SIP Snowdonia Property S8

Inc/Acc

Accumulating 

Citicode

GQC5

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4STTB05 

Annual Charge

n/a

Bid

GBX 160.60

Offer

GBX 0.00

Change (Offer)

0.00 (0.00%)
24-May-2013

Unit LaunchDate

07-Oct-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 4.90 4.02 9.03 20.03 36.22 -
Sector 10.76 5.84 13.61 21.30 33.32 11.10
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 24.57 -11.71 10.83 35.20 -
Sector 14.23 -4.98 14.91 8.85 -26.88

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
Property Shares 96.00
Money Market 4.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 43.90
France 15.80
Germany 11.90
Sweden 6.00
Switzerland 5.70
Others 5.50
Money Market 4.00
Netherlands 2.30
Central And Eastern Europe 1.70
Spain 1.60
Austria 1.60

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Retail - Property 43.90
Offices - Property 31.20
Industrial - Property 6.50
Residential - Property 6.50
Other - Property 5.60
Money Market 4.00
Medical 2.30

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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