Property Funds

Select Funds

Compare Property Funds 

Through property funds you can invest in a well diversified property portfolio managed by an expert fund manager.

 

See the table below for a selection of the property funds available:

Growth Select Funds - Property
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Schroders Global Property Securities0%5.25%£5601.50% 1.30%yesFactsheetMore Info >
The Fund’s investment objective is to provide a total return primarily through investment in real estate investment trusts, equity and debt securities of other types of property companies worldwide. Investment will be in directly held transferable securities. The Fund may also invest in collective investment schemes, derivatives, cash, deposits, warrants and money market instruments. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

Popular Funds

See below also for a selection of popular property funds which may have an initial charge.

 

Please read through the fund factsheets for latest information on fund performance and current property fund holdings.

Popular Funds - Property
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Fact SheetApply Now
Global Property Securities0.25%3.75%£4001.50% 1.30%FactsheetMore Info >
The Fund aims to achieve a total investment return consistent with income and long term capital growth. The Fund primarily invests in a broad selection of securities issued by real estate investment trusts or companies that own, develop or manage real property from around the world. See latest fund factsheet for details.
Threadneedle UK Property0%5.00%£5341.50% 1.30%FactsheetMore Info >
The Fund aims to provide Unitholders with an indirect investment exposure to a diversified portfolio of property assets in the United Kingdom. See latest fund factsheet for details.
Asian Property Securities0.25%3.75%£4001.50% 1.30%FactsheetMore Info >
The Fund aims to achieve a total investment return consistent with income and long term capital growth. The Fund primarily invests in a broad selection of Asian securities issued by real estate investment trusts or companies that own, develop or manage real property. The Fund may also invest in Australian and New Zealand securities of a similar type. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.