To invest in a diversified portfolio of UK commercial properties, including, where appropriate, investments in indirect vehicles and joint ownership structures that offer access to attractive asset portfolios and specialist management teams. The Trust's objective is to outperform Other Balanced Property Funds component of The MSCI/AREF Quarterly Property Fund Index in the medium to long term through a combination of income and capital appreciation.
Data as at: 31 December 2020, Source: Hermes Real Estate IM
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: