Rosan Select Logo

Aberdeen Global Real Estate Inst Acc

Citicode
TP03
Launch Date
13-10-2005
Fund Size
£268,715,944
Yield
2.32%
Ongoing Charge
0.99%
Fund Managers
James Britton
Benchmark: IA Property
Investment
Aberdeen Global Real Estate Inst Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

Transition Period: The abrdn Global Real Estate Fund is currently undergoing a portfolio transition to (i) reduce its holdings to approximately 45% in direct property and (ii) increase its holdings to approximately 45% in indirect property. The transition commenced on 7 July 2025 and is expected to be completed within 12 - 18 months however, the transition may take longer due to the illiquid nature of property assets and varying market conditions. Potential investors should be aware that, for a period from 7 July 2025, investments in both direct and indirect holdings in the fund will not align with the target allocations of 45% as stated in the investment policy. Investors can view an updated breakdown of the composition of the fund by visiting https://www.abrdn.com/en-gb/intermediary/funds/view-all-funds and reviewing the fund's factsheet. Investment objective: To generate income and some growth over the long term (5 years or more) by investing in global commercial property markets.

Top 10 Holdings

Asset Class

Fund Manager

James Britton

Start Date

01-09-2016

Bio

James Britton joined the Standard Life Investments Property team as Portfolio Manager in 2006. From 2006 to 2009 his main focus was Continental Europe. In Q4 2009 he switched to working on two of Standard Life Investments UK based Funds, he is also responsible for managing Standard Life's UK occupational portfolio. James began his career in 2001 as a Trainee Surveyor, Management Funds, with LaSalle Investment Management. In 2002 he was Trainee Surveyor, Valuations Advisory with Jones Lang LaSalle before becoming Surveyor, Corporate Solutions in 2003.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.