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Home REIT Ord (HOME.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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38.050.00 (0.00%)
At close: 09:00PM BST

Home REIT Ord

10 Old Burlington Street

Management information
,Lead manager since 25 January 2024
Nick Winsley joined AEW in 2011 and is Head of AEW UK and the Investment Manager’s Strategic Advisor for Home REIT PLC. He is also the Senior Portfolio Manager for AEW UK’s value-add fund series, which are focused on repositioning assets and delivering enhanced returns. Nick has over 20 years’ industry experience and during his time with AEW he has overseen the acquisition of over £2bn of assets across all strategies. Nick was a Director within the UBS UK real estate team, which he joined in 2007. During his time at UBS, he worked with the investment team responsible for property acquisitions and sales for the UK property funds. Nick was Portfolio Manager for the UBS Secure Income Property Fund and was a member of the UK Investment Committee governing all UK property funds. Between 2000 and 2007, Nick was an Associate Director at Colliers CRE where he specialised in valuation, landlord & tenant, agency, investment and development. Nick is a Chartered Surveyor (MRICS) and holds a BSc (Hons) in Land Management from the University of Portsmouth.
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

Fund familyAlvarium Home REIT Advisors Limited
Net assets868.28M
YTD return0.00%
Morningstar ratingN/A1
Inception date12 Oct 2020

Fund operations

Last dividend0.05
Last cap gainN/A
Holdings turnover0.00%
Average for categoryN/A

Fees and expenses

ExpenseHOME.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A