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F&C Global Real Estate Securities 2 Acc (F00000SIZW.L)

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At close: 06:07PM EDT

F&C Global Real Estate Securities 2 Acc

Exchange House, Primrose Street

Management information
Marcus Phayre-Mudge,Lead manager since 17 December 2013
Marcus Phayre-Mudge joined the company in October 2004 and is a fund manager and head of our Real Estate Securities team. Prior to joining, Marcus was a partner at Thames River Capital (now part of BMO Global Asset Management). He was at Henderson Global Investors from 1997 to 2004. He manages the TR Property Investment Trust, the largest European closed-ended real estate equity Investment Trust as well as co-managing BMO Property Growth & Income Fund (which he launched in 2005) and the BMO Global Real Estate Securities Fund. Prior to joining Henderson, Marcus was an investment surveyor at Knight Frank (1990) and was made an Associate Partner in the fund management division (1995). He qualified as a Chartered Surveyor in 1992 and has a BSc (Hons) in Land Management from Reading University.
Morningstar style box
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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 familyBMO Asset Management Limited
Net assets41.5M
YTD return6.60%
Yield1.39%
Morningstar rating★★★★
Inception date26 Jan 2014

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseF00000SIZW.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