Schroders Capital UK Real Estate Fund
An award winning fund that provides investors with diversified exposure to over GBP £1.6 billion (as at 30 September 2024) of UK commercial real estate.Launched in 1971, the Schroders Capital UK Real Estate Fund (SCREF) has 170+ institutional investors including pension funds, insurance companies, endowment funds, and public investment bodies from across the world. It is an open-ended fund offering regular dealing and is among the most liquid funds of its type via an active secondary market. SCREF is regulated by the UK’s Financial Conduct Authority.
The Schroders Capital UK Real Estate Fund (SCREF) owns buildings with strong fundamentals that appeal to occupiers. Assets are typically located in winning cities across the UK which are attractive places to live and work, have diverse economies, good infrastructure and a skilled workforce.
Every property has a business plan to maximise its income and value. Active asset management such as refurbishments, letting activity or selected development may be carried out to improve the fund’s income profile and drive capital growth.
SCREF owns a diversified portfolio which provides a secure income, as well as opportunities to grow net operating income and asset values through active management.
The investment opportunity
SCREF is a core/core+ investment, and is available to a broad range of domestic and international professional investors seeking to benefit from Schroders Capital expertise.
Risk to capital: The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
Please note: For EEA, the Fund has environmental and/or social characteristics within the meaning of Article 8 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). For further information on the sustainability-related aspects of this Fund please go to our Fund’s website: Schroders Capital UK Real Estate Fund.
Our investment approach
SCREF owns buildings with strong fundamentals that appeal to occupiers. Assets are typically located in winning cities across the UK which are attractive places to live and work, have diverse economies, good infrastructure and a skilled workforce.
Every property has a business plan to maximise its income and value. Active asset management such as refurbishments, letting activity or selected development may be carried out to improve the fund’s income profile and drive capital growth.
SCREF owns a diversified portfolio which provides a secure income, as well as opportunities to grow net operating income and asset values through active management.
Sustainability and Impact
We draw on an extensive network of sustainability and impact specialists including BlueOrchard’s impact practitioners to support portfolio assets and investors on their sustainability and impact journey. Today, our offering provides access to a wide spectrum of sustainability and impact objectives and risk/returns profiles, including innovative climate-focused strategies.
GRESB & AREF as at 2024
GRESB 4* (Past performance is not a guide to future performance and may not be repeated). Global Real Estate Sustainability Benchmark (GRESB) Rating is an overall measure of how well ESG issues are integrated into the management and practices of individual assets and portfolios based on self-reported data. The rating is calculated relative to the global performance of all reporting entities. For more information, please visit https://www.gresb.com/nl-en/. All intellectual property rights to this data belong exclusively to GRESB B.V. All rights reserved. GRESB B.V. has no liability to any person (including a natural person, corporate or unincorporated body) for any losses, damages, costs, expenses or other liabilities suffered as a result of any use of or reliance on any of the information which may be attributed to it. The GRESB peer comparison for SCREF is: United Kingdom of Great Britain and Northern Ireland – Diversified – Core - Tenant Controlled. Please note, these GRESB results were issued in October 2024
AREF Corporate governance (Past performance is not a guide to future performance and may not be repeated)
Get in touch
Our team is here to help with any questions
Risk considerations
The price of shares and the income from them may fluctuate upwards or downwards and cannot be guaranteed.
Property-based pooled vehicles, such as the Fund, invest in real property, the value of which is generally a matter of a valuer’s opinion.
It may be difficult to deal in the shares of the Fund or to sell them at a reasonable price because the underlying property may not be readily saleable, thus creating liquidity risk. Shares can be purchased or redeemed upon application to the Authorised Corporate Director of the Fund, Schroder Unit Trusts Limited.
A potential conflict with the Manager’s duty to the shareholder may arise where a transaction is effected for the Fund in the units of another fund(s) managed by the same Manager or an Associate of the Manager. However, the Manager will ensure that such transactions are effected on terms which are not materially less favourable than if the potential conflict had not existed.