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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Resolution Capital Global Property Securities Fund - Active ETF 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. | 9.1% |
| EQUINIX INC | 7.3% |
| FEDERAL REALTY INVESTMENT TRUST USD0.01 | 4.7% |
| EQUITY RESIDENTIAL PROPERTIES TRUST SHS OF BENEFICIAL INTEREST USD0.01 | 4.4% |
| DIGITAL REALTY TRUST, INC. USD0.01 | 4.3% |
| EXTRA SPACE STORAGE INC | 3.9% |
| VENTAS INC | 3.9% |
| UNIBAIL-RODAMCO-WESTFIELD SE | 3.8% |
| ESSEX PROPERTY TRUST INC USD0.0001 | 3.8% |
| PROLOGIS, INC. | 3.7% |
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
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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