FP Foresight Sustainable Real Estate Securities Fund

FP Foresight Sustainable Real Estate Securities Fund is an opportunity for investors to access the income and dependable returns associated with real estate investing alongside the liquidity provided by the public markets.

FP Foresight Sustainable Real Estate Securities Fund will target 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.

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Key features

A highly liquid route to real estate exposure

FP Foresight Sustainable Real Estate Securities Fund will invest solely into listed Real Estate Investment Trusts (and similar). This means that liquidity is subject to being able to trade the shares on a stock exchange, as with an equity fund, and not on buying or selling physical properties, which can take weeks or months.

A resilient yield in a low rate environment

FP Foresight Sustainable Real Estate Securities Fund will target a 4% income yield, which
will be generated by property sectors enjoying tailwinds. In a low rate environment, these real estate sectors can play a vital role in income-focused portfolios.

Contributing directly to a sustainable future

We will invest only in companies that deliver a net social or environmental benefit, meet the ten principles of the UN Global Compact and meet one of four pre-defined UN Sustainable Development Goals.

Diversified global exposure to growth sectors

FP Foresight Sustainable Real Estate Securities Fund will provide investors with a globally diversified exposure to real estate, investing in companies with assets in Europe, North America and developed Asia. The portfolio will focus on attractive sectors such as logistics, medical properties, social housing and data centres.

Specialist and award-winning fund management team

FP Foresight Sustainable Real Estate Securities Fund is managed by an award-winning fund management team, with a multi-year track record of investing in listed real estate.

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View the details of the FP Foresight Sustainable Real Estate Securities Fund

Fund Name: FP Foresight Sustainable Real Estate Securities Fund

Investment Manager: Foresight Group LLP

Regulatory Status: FCA authorised UCITS

IA Sector: Property Other

Launch Date: 15 June 2020

Performance Objective: FP Foresight Sustainable Real Estate Securities Fund aims to provide an income yield of 4% net of fees with a secondary objective to achieve capital growth over a rolling 5 year period

ESG: Sustainability is fully integrated into the investment process. All investments must meet the Fund's Sustainable Investment Criteria

Share Classes: Accumulation & Income units

ISIN: Acc: GB00BMFYBB80 / Inc: GB00BMFYBC97

SEDOL: Acc: BMFYBB8 / Inc: BMFYBC9

Bloomberg ticker: Acc: FPRESAA LN / Inc: FPRESAG LN

Minimum Investment: Lump Sum: £1,000 + subsequent increments of £500. Regular Savings: £100 per month

Ongoing Charges (OCF): 0.85%

Transaction Costs: Refer to your platform or the latest Fund EMT for the latest transaction costs

Currency: GBP (unhedged)

Authorised Corporate Director: FundRock Partners Limited

Suitable For: Institutional Investors, Direct Investors, SIPPs, ISAs, Charities, Offshore Bonds, SSAS

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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 Sustainable Real Estate Securities 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 Securities Fund on the basis of information contained in the FP OEIC Prospectus dated June 2020 and Key Investor Information Document.

Foresight Group LLP is authorised and regulated by the Financial Conduct Authority (FRN: 198020).