At A Glance
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Henderson HF Global Property Equities A2 USD
Net Asset Value
18.20USD
0.50
16 May 2013
YTD Return (Cumulative)
18.60%5 Year Return (Annualized)
8.57%Classification
Equity Sector Real Est GlobalManager Benchmark
EPRA/NAREIT Dev TR EURLipper Leader Profile (Overall)
The Growth of 10,000USD chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Promoter | Henderson |
|---|---|
| Portfolio Manager | Henderson Management SA |
| Launch Date | 03 Jan 2005 |
| Geographical Focus | Global |
| Redemption Current | -- |
| Redemption Max | 1.00% |
| Redemption Min | 0.00% |
Fees, Expenses, & Minimums
| Early Redemption Fee | 1.00% |
|---|---|
| Initial Current | -- |
| Initial Max | 5.00% |
| Initial Min | -- |
| Regular Investments | -- |
| Irregular Investments | -- |
| Total Net Assets | 1,449.74 M USD |
| Total Net Assets Date | 30 Apr 2013 |
| Annual Current Charge | 1.20% |
| Annual Max Charge | -- |
| Annual Min Charge | -- |
Investment Strategy
The investment objective of the Global Property Equities Fund is to seek long term capital appreciation by investing in the quoted equity securities of companies or Real Estate Investment Trusts (or equivalents) listed or traded on a regulated market which derive the main part of their revenue from the ownership, management and/or development of real estate, throughout the world. The Fund is denominated in US$.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 18677 | |
| Consistent Return | 18677 | |
| Capital Preservation | 19043 | |
| Low Expense | 13171 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
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Quick Fund Facts
This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
