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.