SWIP Property Trust

Unit Trust

Fund Facts

Fund Objective

The Trust aims to provide investors with a total return consistent with a balanced commercial property portfolio.

Fund Description

Income is forecast to be the main driver of property funds for the next few years. Our focus is on protecting and enhancing the existing income in the portfolio coupled with acquiring properties with solid fundamental characteristics that provide either long, secure income, or that offer growth prospects and active management for future performance.

Minimum Initial Investment

£5,000

Legal structure

Authorised Unit Trust

IMA Sector

Property

Benchmark

APUTS (AREF) Peer group / Or IPD (90%) & Cash (10%)

Launch date

November 2004

Fund Charging Structure

·         Initial charge – 5%

·         AMC – 1.35%

·         TER – 1.46%

Income Payment Dates

End Feb (xd end Dec), end May (xd end March), end Aug (xd end June), end Nov (xd end Sep)

Current Yield

Officially Quoted Historic Yield : 2.7% (As at 31/03/2012)

Product Target Market

Clients and advisers who are looking to achieve asset diversification in their investment portfolios. Seekers of income who may wish to diversify away from fixed interest and cash.

Fund Manager

Gerry Ferguson

Fund Manager CV

Gerry has managed the Trust since its launch in 2004. He is involved in setting and implementing fund strategy and is also a member of the property investment committee. He has been with SWIP since September 2000 and has over 35 years of experience in the industry.

Platform availability

The SWIP Property Trust is available through all mainstream Fund Supermarkets and a wide variety of Life Company Products

Click Here to view availability

http://www.swip.com/advisers/FundsinFocus/swip-property-trust-fund/Pages/Invest.aspx

The Supporting Team

SWIP have one of the largest commercial property teams in the UK with 38 investment professionals. There is an average of 19 years industry experience in the team.(As at 31 December 2011)