XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Resolution Capital Global Property Securities Fund A PF: holdings, performance and fees
1Y return+24.9%
3Y return+32.9%
5Y return+10.1%
OCF (ongoing charge)0.80%
Top 10 holdings
| Holding | Weight |
|---|---|
| WELLTOWER INC. | 8.8% |
| EQUINIX INC | 7.8% |
| EQUITY RESIDENTIAL PROPERTIES TRUST SHS OF BENEFICIAL INTEREST USD0.01 | 4.7% |
| DIGITAL REALTY TRUST, INC. USD0.01 | 4.5% |
| FEDERAL REALTY INVESTMENT TRUST USD0.01 | 4.2% |
| PROLOGIS, INC. | 3.9% |
| ESSEX PROPERTY TRUST INC USD0.0001 | 3.8% |
| VORNADO REALTY TRUST USD0.04 | 3.5% |
| EXTRA SPACE STORAGE INC | 3.3% |
| UNIBAIL-RODAMCO-WESTFIELD SE | 3.3% |
Top sectors
- Property Shares100.0%
Top countries
- International100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN