Initiation: Focused on total returns over the long term
Schroder Global Real Estate Securities (SGRE) is an actively managed closed-ended fund providing exposure to global real estate through investing in a concentrated but diverse portfolio of listed securities. Following the appointment of Schroders as investment manager in July 2014, a total return strategy was adopted, the portfolio repositioned and the dividend re-based to a sustainable level. Subsequent performance has been ahead of the FTSE EPRA/NAREIT Developed index and one-year performance is comparable to open-ended peers. The manager follows a disciplined approach, focusing on higher-quality assets, aiming to maintain a portfolio resilient to changes in the economic environment and capable of delivering sustainable returns over the long term.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
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