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Global Real Estate Equity Income Fund

Actively managed, high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs, and aiming to deliver long-term capital appreciation

Overview

US National Day of Mourning for President Carter – non-dealing day in this fund

Please note we are declaring an additional non-dealing day for this fund. A non-dealing day will be in place on Thursday 9 January 2025, with dealing resuming on Friday 10 January 2025. This is due to the US National Day of Mourning for President Carter, which will see the New York Stock Exchange closed for the day.

INVESTMENT OBJECTIVE

A global equity fund that seeks to provide investors total returns – both capital appreciation and current income – associated with global real estate growth and development. The fund invests in a variety of publicly listed securities that derive the majority of their revenues through real estate and real estate-related activities.

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

Portfolio Management

Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2006.

Tim Gibson

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2001. Joined Firm in 2011.

Greg Kuhl, CFA

Portfolio Manager

Industry since 2005. Joined Firm in 2015.

Performance

Portfolio

Documents