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Horizon Pan European Property Equities Fund

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

Overview

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.

Kommentar zur aktuellen Situation des deutschen Wohnimmobilienmarktes

Lesen Sie hier unsere Stellungnahme zur aktuellen Situation auf dem deutschen Wohnimmobilienmarkt (Vonovia, LEG).

Das Dokument hier herunterladen

Stand: 14. März 2023

Quarterly Update

Watch the investment team recap this quarter.

Note: Filmed in July 2022

INVESTMENT OBJECTIVE

The investment objective of the Pan European Property Equities Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in quoted equity securities of companies or Real Estate Investment Trusts (or their equivalents) having their registered offices in the EEA or United Kingdom if not part of the EEA and listed or traded on a regulated market, which derive the main part of their revenue from the ownership, management and/or development of real estate in Europe.

The investment objective of the Pan European Property Equities Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in quoted equity securities of companies or Real Estate Investment Trusts (or their equivalents) having their registered offices in the EEA or United Kingdom if not part of the EEA and listed or traded on a regulated market, which derive the main part of their revenue from the ownership, management and/or development of real estate in Europe.

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 specialist team based in the UK and supported by the wider global property equities teams in the US and Singapore
  • Offers a liquid means of diversifying into 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

RATINGS AND AWARDS

Portfolio Management

Guy Barnard, CFA
Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2006.

Nicolas Scherf
Nicolas Scherf

Portfolio Manager

Industry since 2007. Joined Firm in 2014.

Performance

Cumulative & Annualised Performance (%)
As of 31/10/2024
A2 EUR (Net) A2 HUSD (Net) A2 HUSD (Net) A2 EUR (Net) FTSE EPRA Nareit Developed Europe Capped NR FTSE EPRA Nareit Developed Europe Capped NR FTSE EPRA Nareit Developed Europe Capped NR FTSE EPRA Nareit Developed Europe Capped NR Property - Indirect Europe - OE Property - Indirect Europe - OE
 
  Cumulative Annualised
1MO YTD 1YR 3YR 5YR 10YR Since Inception
13/06/2014
A2 EUR (Net) -8.11 1.47 29.72 -7.90 -0.24 5.81 6.59
A2 HUSD (Net) -7.99 2.99 32.26 -5.51 1.88 7.43 7.45
A2 HUSD (Net) -7.99 2.99 32.26 -5.51 1.88 7.43 7.45
A2 EUR (Net) -8.11 1.47 29.72 -7.90 -0.24 5.81 6.59
FTSE EPRA Nareit Developed Europe Capped NR -10.73 -1.60 29.46 -10.83 -4.28 0.59 0.17
FTSE EPRA Nareit Developed Europe Capped NR -8.23 0.12 26.04 -8.91 -3.76 2.04 6.17
FTSE EPRA Nareit Developed Europe Capped NR -8.23 0.12 26.04 -8.91 -3.76 2.04 6.17
FTSE EPRA Nareit Developed Europe Capped NR -10.73 -1.60 29.46 -10.83 -4.28 0.59 0.17
Property - Indirect Europe - OE -7.41 0.77 24.96 -8.11 -2.98 2.86 5.57
Property - Indirect Europe - OE -7.41 0.77 24.96 -8.11 -2.98 2.86 5.57
Calendar Year Returns (%)
A2 HUSD (Net) A2 EUR (Net) A2 HUSD (Net) A2 EUR (Net) FTSE EPRA Nareit Developed Europe Capped NR FTSE EPRA Nareit Developed Europe Capped NR FTSE EPRA Nareit Developed Europe Capped NR FTSE EPRA Nareit Developed Europe Capped NR Property - Indirect Europe - OE Property - Indirect Europe - OE
YTD 2023 2022 2021 2020 2019 2018 2017 2016 2015 Performance Inception
01/01/1970
A2 HUSD (Net) 11.92 22.46 -35.08 28.26 -2.03 38.44 -3.50 20.95 -6.68 20.60 12.68
A2 EUR (Net) 10.43 19.43 -37.37 27.38 -3.93 35.60 -5.62 19.77 -7.86 22.13 30.09
A2 HUSD (Net) 11.92 22.46 -35.08 28.26 -2.03 38.44 -3.50 20.95 -6.68 20.60 12.68
A2 EUR (Net) 10.43 19.43 -37.37 27.38 -3.93 35.60 -5.62 19.77 -7.86 22.13 30.09
FTSE EPRA Nareit Developed Europe Capped NR 9.10 16.34 -36.57 18.49 -10.74 28.52 -8.40 12.55 -5.29 18.14 25.35
FTSE EPRA Nareit Developed Europe Capped NR 9.10 16.34 -36.57 18.49 -10.74 28.52 -8.40 12.55 -5.29 18.14 25.35
FTSE EPRA Nareit Developed Europe Capped NR 10.23 20.42 -40.47 10.13 -2.70 26.19 -12.80 28.14 -8.04 6.06 -2.08
FTSE EPRA Nareit Developed Europe Capped NR 10.23 20.42 -40.47 10.13 -2.70 26.19 -12.80 28.14 -8.04 6.06 -2.08
Property - Indirect Europe - OE 8.84 15.19 -34.25 18.54 -9.60 28.51 -7.60 13.42 -4.37 18.95 23.62
Property - Indirect Europe - OE 8.84 15.19 -34.25 18.54 -9.60 28.51 -7.60 13.42 -4.37 18.95 23.62

Portfolio

Documents

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