Schroder Global Cities Real Estate Fund (F000002QT0.L)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Schroder Global Cities Real Estate Fund
31 Gresham Street
London
Management information
Hugo Machin,Lead manager since 14 August 2014
Hugo Machin is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London.
Hugo was the Head of European Listed Real Estate at AMP Capital from 2006 to 2014, which involved setting up the London office for the AMP Global Property Securities Fund.
He was an Analyst LPTs at ING Investment Management, Sydney from 2002 to 2006, which involved researching listed Australian and Asian property stocks.
He was an Assistant Fund Manager at Welcome Trust from 1999 to 2002, which involved being responsible for commercial property portfolio.
Qualifications: Diploma in Cross Border Valuation from Oxford Said Business School; MSc in Real Estate Finance and Investment from Reading University; BA in English Literature from Durham University.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryProperty - Indirect Global
Fund familySchroder Unit Trusts Limited
Net assets671.8M
YTD return8.60%
Yield1.24%
Morningstar rating★★★★
Inception date15 Apr 2007
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover3.27%
Average for categoryN/A
Fees and expenses
ExpenseF000002QT0.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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