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sector performance

Global Real Estate Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 5.4%
2017 9.7% 1.8% 3.5% 0.7% 3.3%
2016 4.3% 3.4% 4.1% 1.7% -4.7%
2015 -0.9% 4.0% -6.8% -0.8% 3.1%
2014 11.7% 3.0% 6.7% -5.3% 7.4%
2013 1.9% 4.2% -4.1% 1.8% 0.2%
2012 28.0% 13.1% 1.2% 4.3% 7.2%
2011 -7.0% 2.4% 3.7% -18.5% 7.3%
2010 17.5% 3.2% -8.8% 18.5% 5.3%
2009 36.3% -22.1% 34.8% 23.7% 4.9%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date19/11/2008
  • Share Class size84Mn
  • Base currencyUSD
  • ISINUS6651624750

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.79%