FP Foresight Sustainable Real Estate Securities Fund ("REF")

Targeting a 4% income yield from a portfolio of listed, highly liquid Real Estate Investment Trusts (REITs), which have exposure to sustainable and long duration real estate-backed cash flows.

A liquid route to a sustainable, diversified real estate portfolio

FP Foresight Sustainable Real Estate Securities Fund invests in developed markets listed real estate companies with structural tailwinds and that embed the Strategy’s sustainable investment criteria.

The Manager takes an active approach to investing in real estate companies which benefit from secular trends across environmental, demographic, social and economic factors. The Fund seeks to achieve a positive total return underpinned by a 4.00% dividend yield over a rolling 5 year period.

-8.92%

Total Return Since Inception (June 2020)

-3.92%

Performance in February 2024

£70.3M

NAV at 29 February 2024

3.21%

12-Month Trailing Dividend

Meet the managers

Important Information

Capital is at risk. The value of an investment, and any income from it, can fall as well as rise and investors may not get back the full amount they invest.

An investment in FP Foresight Global Real Infrastructure Fund should be considered a long term investment that may be higher risk.

Past performance is not a reliable indicator of future performance. Foresight Group LLP does not provide advice and the information on this website should not be construed as such. We recommend investors seek advice from a regulated financial adviser.

Investors should only invest in the FP Foresight Sustainable Real Estate Fund having fully considered the important information and key risks of investing in the fund as detailed in the FP OEIC Prospectus dated March 2022 and Key Investor Information Document (KIID).

Be part of our journey

Foresight Group Holdings; Investing for a smarter future. Complementary infrastructure and private equity strategies underpinned by a focus on sustainability and ESG. Find out how you can be part of the journey.