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The objective of the fund is to achieve a combination of income and capital growth by investing mostly in UK property companies, although investment overseas is also permitted.
|Dividends paid||Acc units only.|
|Standard initial charge||0.00%|
|Initial charge via Bestinvest||0.00%|
|Additional bid/offer spread||0.00%|
|Annual management charge||1.50%|
|Total expense ratio||1.61%|
Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request.
No information available.
|High yield bonds||0|
This fund aims to provide long term capital growth together with a moderate level of income from a diversified portfolio of investments in the shares of UK property companies. Additionally the manager may invest in preference shares and convertibles. Holdings will be concentrated in the UK. However, the portfolio may include investments in overseas markets.
|Fund data updated on||27/02/15|
* This fund is part of our annual bonus scheme to which conditions apply. If you qualify for the bonus it will be paid on any holding of this fund that you have in your Investment, ISA or SIPP accounts.
|High yield bonds||0|
As at: 28/11/2014
6.8% Land Securities Group Plc
6.8% Derwent London Plc
6% Great Portland Estates Plc
5.1% Helical Bar Plc
5.1% Shaftesbury Plc
4.8% Hansteen Hldgs
4.4% Hammerson Plc
4% Millennium & Copthorne Hotels
3.9% Development Securities
There are approx. 40 stocks in the portfolio.
No information available.
|Average monthly relative returns||Bestinvest MRI|
|10/11||11/12||12/13||13/14||14/15||3 years||5 years||Career||3 years||5 years||Career|
|Performance figures are based on the average of monthly percentage returns relative to the benchmark index.|
Jeremy Whitley was appointed Aberdeen’s Head of UK and European Equities in July 2009, having previously worked on its Global Equity Team and Asian Equities Team. He began his career with SG Warburg Group, London as a Graduate Trainee in 1988 before moving to Mercury Asset Management in 1989 where he was an Assistant Fund Manager. In 1991 he joined GT Management PLC as Private Client Portfolio Manager. He joined Edinburgh Fund Managers in 1995 as a Fund Manager in the Pacific Department, becoming Head of the Pacific Basin Team in 2002. Following Edinburgh’s acquisition by Aberdeen Asset Management in autumn 2003, he relocated to Singapore in 2004 as part of the Aberdeen Asia team. Whitley graduated with a MA in English & Art History from St. Andrew's University in 1988 and a MBA from Edinburgh University in 1995. He is an Associate of the UK Society of Professional Investors.
Aberdeen Pan European Equity Team has 9.9 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.01%. During the worst period of relative performance (from March 2005 - September 2008) there was a decline of 18% relative to the index. The worst absolute loss has been 75%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 73%.
|Periods of worst performance|
|Absolute||-75% (December 2006 - March 2009)|
|Relative||-18% (March 2005 - September 2008)|
|ABERDEEN PROPERTY SHARE A||Apr 2006|
|ABERDEEN UK MID CAP EQUITY A||Oct 2002|
|ABERDEEN UK SMALLER COMPANIES EQUITY A||Jan 2004|
|ABERDEEN UK EQUITY A||Oct 2002|
|ABERDEEN UK EQUITY DIVIDEND A||Dec 2014|
|ABERDEEN UK OPPORTUNITIES EQUITY A||Apr 2014|
|ABERDEEN UK SMALL CAP EQUITY A||Aug 2014|
|SCOTTISH WIDOWS UK SMALLER COMPANIES A||Apr 2014|
|ABERDEEN EUROPEAN SMALLER COMPANIES EQUITY A||Apr 2006|
|ABERDEEN UK EQUITY INCOME A||Apr 2006|
|SCOTTISH WIDOWS UK SELECT GROWTH A||Apr 2014|
|HALIFAX SPECIAL SITUATIONS CLASS C||Apr 2014|
|ABERDEEN GLOBAL UK EQUITY D1 GBP||Mar 2006|
|ABERDEEN GLOBAL EUROPEAN EQUITY EX UK D2||–|
|ABERDEEN EUROPEAN EQUITY A||Dec 2005|
|SCOTTISH WIDOWS HIFML UK SMALLER COMPANIES ALPHA 1||Apr 2014|
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.