Schroder Global Cities Real Estate

Schroder Global Cities Real Estate

The Schroders Global Cities approach is unique. This is because the team invests by first understanding where a company owns real estate. Their philosophy is that the rents of a company should increase faster the closer to the point of consumption the properties are. This means they have pricing power. This means, the larger and wealthier a population in a city is, the more rent a property owner can charge. This, in the long-term, should be beneficial to an investor.

5 reasons to invest

1. Easy access to property

2. Gain exposure to commercial real estate from global cities

3. Access cutting-edge data insights on global cities

4. Capture urbanisation trends

5. Benefit from real estate exposure across multiple channels

Meet the managers

Tom Walker

Tom Walker

Co-head of Global Real Estate Securities

Years'
investment
experience
19

  • BA Hons in Politics from University of Newcastle Upon Tyne
  • Graduate Diploma in Real Estate from London South Bank University
  • Fully qualified Chartered Surveyor and a member of the Royal Institution of Chartered Surveyors.

Hugo Machin

Hugo Machin

Co-Head of Global Real Estate Securities

Years'
investment
experience
19

  • BA Hons in English Literature from Durham University
  • MSc in Real Estate Finance and Investment from Reading University
  • Diploma in Cross Border Valuation from Oxford Said Business School.

GlobalCities @GlobalCities_ on Twitter

For more information please visit www.schroders.com/en/schrodersglobalcities/ run by the Global Cities team at Schroders.

What are the risks?

  • When considering fund performance, past performance should not be used as a guide to the future
  • This investment could fall as well as rise in value and your money is at risk
  • This fund invests in a smaller number of real estate companies. A smaller number can be riskier than an equivalent fund that spreads the risk across a higher number of companies. This also applies to funds that focus on specific industries compared with those that spread over a number of different industries
  • The fund invests globally, so changes in foreign exchange rates could have a negative impact on performance
  • Investments in smaller companies can be less liquid than investments in larger companies and price swings may therefore be greater than in larger company funds
  • The share prices of companies can be impacted by many factors, including the state of the company, the industry and the economy
  • In difficult market conditions, the fund may not be able to sell off stocks, which could affect performance and cause the fund to defer or suspend redemptions of its shares. Failures at service providers could lead to disruptions of fund operations or losses
  • The fund uses financial tools called derivatives. A derivative may not perform as expected and could create losses greater than the cost of the derivative. If its counterparty becomes unable to honour its commitments, it could create a loss. When used for leverage, derivatives may cause above-average volatility and risk of loss
  • The way in which this fund invests is likely to differ significantly from the broader market index, which for the purpose of comparisons should only be used as a reference.

Discrete yearly performance

Schroder Global Cities Real Estate Z Acc

Q4 2017 - Q4 2018

Q4 2016 - Q4 2017

Q4 2015 - Q4 2016

Q4 2014 - Q4 2015

Q4 2013 - Q4 2014

Discrete yearly performance

+7.1% -0.5% +27.7% +11.3% +3.5%

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.

Source: Schroders, bid to bid price with net income reinvested, net of the ongoing charges and portfolio costs and, where applicable, performance fees, as at 30 September 2018.

Schroder Global Cities Real Estate – Risk Factors:

  • Funds which invest in a smaller number of stocks can carry more risk than funds spread across a larger number of companies.
  • Funds that focus on specific sectors can carry more risk than funds spread over a number of different industry sectors.
  • The fund can be exposed to different currencies. Changes in foreign exchange rates could create losses.
  • The fund is not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only.
  • Equity prices fluctuate daily, based on many factors including general, economic, industry or company news.
  • Investments in smaller companies can be less liquid than investments in larger companies and price swings may therefore be greater than in larger company funds.
  • In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
  • Failures at service providers could lead to disruptions of fund operations or losses.
  • The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the fund, potentially creating a partial or total loss for the fund.
  • A derivative may not perform as expected, and may create losses greater than the cost of the derivative.
  • The fund uses derivatives for leverage, which makes it more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss.

Investing in the fund

Contact

Speak to your financial adviser today, or contact Investor Services to invest now.

0800 718 777* investorservices@schroders.com

*Please note that Schroders is not authorised to give you advice on your investment.

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