abrdn MT Global REIT Fund Institutional S Acc GBP
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OBJECTIVES AND INVESTMENT POLICY Investment Objective To generate income and some growth over the long term (5 years or more) by investing in listed closed ended real estate investment trusts ('REITs') and equities (company shares) of companies engaged in real estate activities. Performance Target: To achieve the return of the FTSE EPRA Nareit Developed Index Net Total Return (Hedged to GBP) plus 2% per annum over rolling three year periods (before charges). There is no certainty or promise that the Performance Target will be achieved. The FTSE EPRA Nareit Developed Index Net Total Return (Hedged to GBP) (the "Index") is a representative index of property related companies listed on global developed stock markets. Investment Policy Portfolio Securities - The fund invests at least 70% in global property related equities. - The fund may also invest in other funds (including those managed by abrdn), cash and assets that can be turned into cash quickly. Management Process - The management team use their discretion (active management) to maintain a diverse asset mix at country and company level. - Their primary focus is on company selection using research techniques to select individual holdings. The research is focused on identifying companies the management team believe will increase in value and which align with their views regarding future economic and business conditions. - Due to the fund's risk constraints, the intention is that the fund's performance profile is not expected to deviate significantly from that of the Index over the longer term. Derivatives and Techniques - The fund may use derivatives to reduce risk, reduce cost and/or generate additional income or growth consistent with the risk profile of the fund. - Derivatives are linked to the value of other assets. In other words, they derive their price from one or more underlying asset. - Where derivatives are used, this would typically be to maintain allocations following a significant inflow into the fund or to manage currency risk. Investors in the fund may buy and sell shares on any dealing day (as defined in the Prospectus). If you invest in income shares, income from investments in the fund will be paid out to you. If you invest in accumulation shares, income will be added to the value of your shares. Recommendation: the fund may not be appropriate for investors who plan to withdraw their money within five years. Investors should satisfy themselves that their attitude to risk aligns with the risk profile of this fund before investing.
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real estateglobal equitiesftse epra nareit developed index