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Strategies and funds

We manage commercial real estate assets worth €10.13bn* across the UK, Europe and North America making us one of Europe’s largest property managers.

We can provide several real estate investment strategies to meet client requirements, from investing in direct commercial real estate, both in the UK and overseas, to indirect investment through property shares listed on major stock exchanges.

*Source: SWIP 31.03.2012

 

Strategy Benchmark Target Fund Manager Objective
Direct Real Estate Strategy 90% IPD 10% cash - Gerry Ferguson We can offer investors an investment strategy that gives them access to direct property. This strategy provides direct real estate investment in office, retail and industrial sectors, and aims to provide investors with a total return consistent with a balanced commercial property portfolio by investing in UK, US or continental European commercial property.
Indirect Real Estate Strategy - - - We offer a range of indirect property strategies that offer investors greater flexibility in asset allocation and access to property markets outside the UK. There are three separate strategies investors can choose from: UK Real Estate, European Real Estate and Global Real Estate.

Our newly-formed property securities team manages these strategies. The team brings together SWIP’s in-house property expertise with in-depth, bottom-up stock analysis and valuation stock picking from SWIP’s UK and European equity teams.

 

Important Information

Qualified Professional and Institutional Investor Compliance Information

For use by qualified professional and institutional investors only. The content of this site should not be accessed by retail or private customers. 

   For use by qualified professional and institutional investors only.

The content of this site should not be accessed by retail or private customers. 

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.

The Scottish Widows Investment Partnership Investment Funds ICVC (SWIP OEIC) is an investment company incorporated in the UK and registered with the Financial Services Authority. It is registered for sale in Spain with the CNMV (registration number 497). SWIP is the Investment Advisor, and State Street Trustees Limited is the Depositary for the SWIP OEIC.

The SWIP SICAV is a company incorporated in the Grand-Duchy of Luxembourg, and authorised and regulated by the CSSF. It is registered in Spain with the CNMV (registration number 633). SWIP is the Investment Manager, and State Street Bank Luxembourg S.A. is the Custodian for the SWIP SICAV. 

The SWIP Global Liquidity Fund is a company governed by the laws of Ireland and authorised by the Irish Financial Services Regulatory Authority. It is registered for sale in Spain with the CNMV (registration number 507). SWIP is the Investment Manager, and State Street Custodial Services (Ireland) Limited is the Custodian for the Global Liquidity Fund.

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) and in compliance with the Spanish legislation applicable to the distribution of the funds referred to on this site in Spain.

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 qualified professional adviser.
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Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936, VAT No. 244 1555 76. Registered Office is at 33 Old Broad Street, London EC2N 1HZ, UK. Tel: +44 (0)131 655 8500 international@swip.com. SWIP is authorised and regulated in the UK by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).