SWIP Property Funds
SWIP Funds in Focus  

SWIP Property Trust

The SWIP Property Trust is an authorised unit trust that can invest in a range of direct property and equity-related investments including approved property derivatives.

  • The Trust is a medium to long-term investment of five years or more and invests primarily in the UK.
  • It aims to provide investors with a total return consistent with a balanced commercial property portfolio.
  • It is one of the few unit trusts that can directly invest up to 100% in commercial property.
  • It invests primarily in the UK but may also include US or continental European property vehicles, such as property-related securities.
  • Most of the trust’s £1billion* in assets are invested in the main commercial property sectors: retail, offices and industrial.
  • Gerry Ferguson, the Trust’s Manager, has over 30 years’ experience managing property portfolios.

Source: SWIP, as at 30 June 2008

Please bear in mind that past performance is not a guide to future performance.
The value of investments may fluctuate and are not guaranteed.
To find out how to invest in the SWIP Property Trust ISA please click here.

Literature
For further information about the SWIP Property Funds.
                                                      
Award-winning trust
SWIP's Property Trust has been awarded Money Observer's prestigious 'Best Property Fund 2008' acknowledging its consistent high performance.                                                       

Property Trust audiocast
Listen to an audiocast from Gerry Ferguson on the SWIP Propert Trust.