The objective of the Fund is to outperform competitor funds through superior sector allocations, superior stock selection and active management of individual properties within the portfolio. The Fund is positioned to be relatively low-risk, focusing on delivery of an above-average income return, across a balanced property portfolio.
Data as at: 31 December 2020, Source: Aegon Asset Management
Self Certification - Matrix 2020
This fund has been awarded the 2020 AREF Quality Mark. To view the most recent confirmation of the fund’s compliance with the Code of Practice click the link below: