The Fund aims to provide capital growth over the long term (5 years or more).
Performance Target: To outperform the FTSE EPRA Nareit Developed Index by at least 2% per annum, before the deduction of charges, over any 5-year period.
The Fund invests at least 80% of its net assets in equities or Equity-Related Instruments of real estate companies or Real Estate Investment Trusts (or their equivalents) listed or traded on a Regulated Market, that derive the main part of their revenue from owning, developing and managing real estate.
The Fund may invest in companies of any size, including smaller capitalisation companies, in any country. The Fund may also invest in other assets including Collective Investment Schemes (including those managed by Janus Henderson) and cash.
The investment manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the FTSE EPRA Nareit Developed Index, which is broadly representative of the securities in which it may invest, as this forms the basis of the Fund's performance target. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.
As an additional means of assessing the performance of the Fund, the IA Property Other sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
ABOUT THIS FUND
- A broad investable universe and selective approach enables the team to identify stocks with attractive dividend yield and growth characteristics
- Managed by a global team of experts based in Singapore, the UK, and the US with more than 100 years’ collective investment experience
- Offers a liquid means of diversifying into global real estate and benefitting from powerful secular themes influencing the asset class