Nedgroup Investments Global Property Fund

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Investor profile

This portfolio is suitable for investors who require sector specific exposure to global real estate securities as part of their overall investment strategy. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.

Risk profile

Medium to high

 medium to high risk

The greater the amount of risk an investor is willing to take on the greater the potential return.

Appropriate term

Minimum 5 to 7 years

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Benchmark

FTSE EPRA/NAREIT Developed Index over rolling 3 years.

Dealing frequency

Daily.

Settlements

Subscriptions:T+2
Redemptions:T+5

Investment manager

Resolution Capital is a specialist investment manager that focuses on managing global listed real estate securities. Resolution Capital was established in 2004 and is based in Sydney, with offices in New York. Their disciplined investment process emphasises a global sectoral perspective and focuses on long term wealth preservation and appreciation. They have managed the Nedgroup Investments Global Property fund since its inception.

Fees (excluding VAT)

 Annual portfolio management fees
  1.25%

Minimum investment

Investment sum

Lump sum 4000 USD

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Multi-Manager Funds

Our International Multi-Manager range comprises the Growth MultiFund, the Balanced MultiFund and the Income MultiFund managed on a fund-of-fund basis; each is available in US dollars or sterling. Shares in each sub-fund are accumulating, with the Income MultiFund also having a distributing share class. Three fee classes are available, a lower fee class being available to clients with larger amounts of money to invest; a "clean" class is also included.

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