SWIP Property Trust

Why invest in the SWIP Property Trust?

A sizeable fund – at over £2.3 billion as at 31 December 2011, the SWIP Property Trust is the largest retail property fund in the UK. Because of its size, SWIP is able to trade quickly and efficiently, acting quicklt on opportunities. This means that they are often approached with off-market deals.

Focus on adding value – primarily focused on prime property, the team continually aim to add value through lease negotiation, refurbishment and redevelopment.

Expert investment – Gerry Ferguson, manager of the SWIP Property Trust, has 37 years’ experience managing property portfolios. Deputy manager Kerri Hunter has 16 years' experience. The Trust has also been rated by Raynor Spencer Mills. (Source: RSM Research Ltd, November 2011.)

Liquidity - invests primarily in 'bricks and mortar' property, but can also invest in listed property securities, property derivatives and property-related bonds. Access to this wider choice provides a greater level of liquidity while offering the potential for returns in excess of cash.

Daily dealing – offers daily dealing with no notice and no deferment periods on redemptions. This coupled with improved liquidity gives investors the confidence that they can access their funds when they need to.

Why invest with SWIP?

A major global investor – SWIP is one of the Europe’s largest asset management companies, with £139 billion of funds under management. These funds are invested across all major asset classes, including property, UK and international equities, bonds and cash.

A highly experienced team – SWIP's direct real estate team, headed by Malcolm Naish, consists of over 30 investment professionals with an average of over 19 years’ property experience. They manage commercial property assets across the UK, Europe and North America and have a diverse range of expertise and backgrounds, including surveying and property management.

A rigorous investment process – the fund managers carry out detailed, bottom-up analysis of individual assets against a background of wider global economic research. This provides an in-depth understanding and makes sure the funds hold assets that offer the prospect of long-term outperformance.

Why invest in direct property?

Attractive income – property tends to offer relative attractive yields which could provide an excellent opportunity for income investors.

Steadier long-term returns – over the long term, property returns can be less volatile than equities thanks to rental income and long leases.

Source for all data: SWIP, as at 31 December 2011 unless otherwise stated.

Past performance is not a guide to future performance. The value of investments can go down as well as up depending on investment performance. You may not get back your original investment. Funds may have holdings which are denominated in different currencies and may be affected by movements in exchange rates. Consequently, the value of your investment may rise or fall in line with exchange rates. Commercial property is a less liquid asset than other classes such as bonds or equities and values could be affected if properties need to be sold in a short timescale. Tax rules relating to OEICs may change.

There are specific risks associated with investing in property. Further details of the risks relating to the SWIP Property Trust can be found in the Key Features Document which must be read before taking any investment decision.

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Important Information for Professional Advisers.

Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.

Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus or other applicable terms and conditions).

As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or other constitutional document.

If you are unsure about the meaning of any information provided please consult your financial or other professional adviser.

You may leave the Scottish Widows Investment Partnership Limited (SWIP) website when you access certain links on this website. In so doing, you may be proceeding to the site of an organisation that is not regulated under the UK Financial Services and Markets Act 2000. SWIP has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

SWIP shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

On accessing the SWIP website, you are aware of the following investment risks applicable to all SWIP funds:

Past performance is no guarantee of future performance.
The value of investments and the income from them may go down as well as up and are not guaranteed.
Your client may not get back the amount they invested.
Taxation rules and legislation may change without notice.
Rates of exchange may cause the value of investments to go up or down.
Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially.
For your protection, telephone calls are usually recorded.

This site is operated and issued by Scottish Widows Investment Partnership Limited, Company No. 794936. Registered Office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. Scottish Widows Investment Partnership Limited is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).