Schroders Capital builds on democratisation drive with launch of Global Real Estate Total Return fund

16/03/2023
River Clyde Birdseye

Schroders Capital today announces the launch of the Global Real Estate Total Return (GRETR) fund, the latest in its growing suite of semi-liquid funds aiming to democratise private assets.   

The fund will provide access to Schroders Capital’s best risk-adjusted real estate strategies including direct investments, alongside minority allocations to public real estate equity and higher yielding real estate debt.

GRETR’s remit is thematically led and aligned with Schroders Capital’s views of the secular demand drivers which underpin long-term sustainable income and capital value growth in real estate across Europe, Asia Pacific and the US.

Managed by Kieran Farrelly, Head of Real Estate Solutions, and Portfolio Manager, Yim-Mei Liew, GRETR will draw on the expertise of the entire global real estate investment platform.

Schroders Capital‘s semi-liquid series, also offering three existing private equity strategies, was launched in late 2019 and has grown to over US$1 billion of AUM[1].  

Kieran Farrelly, Schroders Capital’s Head of Real Estate Solutions, said:

“The GRETR fund will enable a wide range of investors to gain exposure to a selected portfolio of compelling global real estate opportunities through an efficient ‘one-stop' solution. Investors will be able to access the breadth of Schroders Capital’s institutional real estate platform and investment opportunities sourced by Schroders Capital’s entrepreneurial investment teams on the ground in major markets. We will be using our proprietary relative value framework and leverage Schroders Capital’s operational excellence to deliver robust investment performance for our clients. ”  

Sophie van Oosterom, Schroders Capital’s Global Head of Real Estate, said:

“We are pleased to launch the GRETR fund and believe market timing is excellent to be offering our clients access to this comprehensive real estate investment strategy. The fund is leveraging the best risk-adjusted investment ideas and execution on Schroders Capital’s real estate platform. Current market conditions have reinforced our focus on operational excellence, as we seek to drive long term sustainable income and value from investments for our clients. We manage every investment as a business in itself, optimising services, efficient operations and income, whilst minimising the use of scarce resources, waste and carbon emissions."

Schroders Capital has created performance for its clients through various market cycles and remains committed to building out its broad platform to support the increasingly complex needs of investors. Last year, it launched the UK Real Estate Impact Fund, focused on delivering positive social impact outcomes across the UK.

[1] As at 30 September, 2022

Follow us
Follow us
Follow us

Past performance is not a guide to future performance and may not be repeated. 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. All investments involve risks including the risk of possible loss of principal.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

To the extent that you are in North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc and SEC registered adviser providing asset management products and services to clients in the US and Canada.

For all other users, this content is issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.