Asset class exposure

Property +0.00pp 7D

28 funds in this asset class · representing £3.0B in AUM

Funds
28
Total AUM
£3.0B
Avg 1Y
Avg OCF
1.29%
AI Insight · Property live · derived from 28 funds

Property Shares is the heaviest sector in Property, averaging 100% across 28 funds.

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Asset Class Profile
Risk Profile
Medium volatility, income + capital growth
Typical Benchmark
FTSE EPRA Nareit, MSCI Real Estate
3-Year Avg Return
5-Year Avg Return
Top Sectors (Aggregate)
Property Shares · 77 funds
100.0%
Real Estate · 1 fund
95.4%
Liquid Assets · 1 fund
1.5%
Industrials · 1 fund
1.2%
Technology · 1 fund
96.0%
Communication Services · 1 fund
95.0%
Most-Held Securities
CASTELLUM AB ORD
Held by 77 funds
100.00%
WELLTOWER INC.
Held by 1 fund
7.36%
EQUINIX INC
Held by 1 fund
5.74%
PROLOGIS, INC.
Held by 1 fund
5.28%
DIGITAL REALTY TRUST, INC. USD0.01
Held by 1 fund
3.85%
SIMON PROPERTY GROUP, INC.
Held by 1 fund
3.68%
Realty Income Corp
Held by 1 fund
3.12%
VENTAS INC
Held by 1 fund
2.81%
GOODMAN GROUP ORD
Held by 1 fund
2.63%
MITSUBISHI ESTATE CO., LTD.
Held by 1 fund
2.59%

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