Initium Funds

Manager
n/a

£28.3M combined fund size · 1 asset classes.

How Initium funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
1
Fund size (GBP)
£28.3M
Asset classes
1
Average ongoing charge
n/a

Initium funds are covered on Funds Benchmark, with £28.3M in combined fund size, in GBP (funds that disclose size). The range is concentrated in Property. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Initium funds in Find Funds or browse all Initium funds.

Asset class mix

What Initium funds are made of.
100.0%
Property
  • Property100.0%
Property is the largest at 100.0%. Share of fund assets, funds that disclose size. Where FE gives no class, from the fund's holdings breakdown.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Property 1 fund · 100.0% of assets n/areturn not available

Largest Initium funds

The manager's biggest funds, to open or compare.

Top Initium funds by assets under management, one share class per fund.

Initium holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

Initium funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
Initium Commercial Property FundAU60INI10484 n/a £28.3M

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Initium funds (1)

Property (1)

Compare Initium funds side by side

See every Initium fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Initium funds

About Initium

Where can I find Initium fund prices and factsheets?

Every Initium fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Initium funds does Funds Benchmark cover?

Funds Benchmark covers the Initium funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does Initium cover?

Initium's largest group on Funds Benchmark is Property. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are Initium funds rated against peers?

Open any Initium fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Initium funds?

OCF data isn't currently available across the full Initium range. Check each fund's page for its OCF.

Where can I see Initium's top-performing funds?

The table on this page shows up to 30 Initium funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Initium funds and compare them with funds from other managers by performance, fees and asset class.