Aberdeen Property Shares

Click to buy this Fund, or see below for more about the Fund.

ABERDEEN PROPERTY SHARE
INITIAL CHARGE DISCOUNT REDUCED INITIAL CHARGE
4.25% 4.00% 0.25%

OUR VIEW:

This fund, in line with the UK property shares in which it invests, had a torrid time in 2007, down nearly 40%.  Yet as the reporting of the problems in the UK property sector reached a crescendo late in 2007, positive signs were beginning to emerge, not the least of which were valuations pricing in armageddon.  A tactical buy for a decent bounce.  


RISK AND YOUR PORTFOLIO:

Unlike bricks and mortar, this is a medium risk fund as it is much more volatile.  It might represent up to 5% of your portfolio. 


ABOUT THE FUND:

To provide long term total return, from a diversified portfolio of property company securities or companies which derive a significant proportion of their revenues or profits from equities which have a significant proportion of their assets in property. Holdings will be concentrated in the United Kingdom, though investment overseas is permitted. On 21 April 2006, Aberdeen Property Share Fund was created as a sub-fund of the Aberdeen Investment Funds ICVC by the conversion of Aberdeen Property Share Unit Trust. The historical track record reflects that of Aberdeen Property Share Unit Trust. Long term performance is based on Aberdeen Property Share Unit Trust launched 01/10/1990.


FUND FACTS:
LAUNCHED FUND SIZE ANNUAL CHARGE FUND MANAGER
31/01/1997 £278.2 million 1.50% Pan-European Equities Team

FUND PERFORMANCE: To 31st August
0-12m 12-24m 24-36m 36-48m 48-60m
-37.20% -0.78% +31.60% +26.65% +33.24%



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