Important fund updates
We have made certain fund updates effective 2 December 2024. Please see the shareholder notice(s) in the Documents section below for details.
Europäische Immobilienaktien: Positive Signale durch steigende Transaktionsaktivität
Carsten Herwig, Vertriebsdirektor Deutschland, spricht mit Nicolas Scherf, Co-Manager der Pan European Property Equities Strategy, über die Aussichten für börsennotierte Immobilienaktien sowie über die Vorteile eines aktiven regionalen Spezialisten Teams.
Quarterly Update
The investment team recap this quarter.
(Note: Filmed in July 2025).
INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
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The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of real estate investment trusts (REITs) and companies of any size, in any country which will derive the main part of their revenue from owning, developing and managing real estate.
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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 90 years’ collective investment experience
- Offers a liquid means of diversifying into global real estate and benefitting from powerful secular themes influencing the asset class
RATINGS AND AWARDS
RATINGS AND AWARDS
RATINGS AND AWARDS
RATINGS AND AWARDS
RATINGS AND AWARDS
RATINGS AND AWARDS
S&P assigns a Principal Stability Fund Rating (PSFR) for money market funds within a range from AAAm (highest) to Dm (lowest), where AAAm indicates S&P's opinion of a fund's extremely strong capacity to maintain principal stability and to limit exposure to principal losses due to credit risk and Dm indicates a failure to maintain principal stability resulting in a realized or unrealized loss of principal. Ratings do not eliminate risk and should not be used as the sole basis for evaluating an investment product. Please see Ratings Criteria at disclosure.spglobal.com/ratings/en/regulatory/ratings-criteria for further information. A fee was paid for the use of this data.
