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Urban Logistics REIT Ord (SHED.L)

1.5380
-152.2620
(-99.00%)
At close: June 13 at 1:00:00 AM GMT+1

Fund Summary

Urban Logistics REIT Ord

124 Sloane Street

Fund Overview

Category --
Fund Family Logistics Asset Management LLP
Net Assets 719.96M
YTD Return 0.00%
Yield 4.91%
Morningstar Rating --
Inception Date Apr 13, 2016

Fund Operations

Last Dividend 0.04
Last Cap Gain --
Holdings Turnover 0.00%
Average for Category --

Fees & Expenses

Expense SHED.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Richard Moffitt, aged 52 (Non-independent, Non-executive Director), Richard has over 25 years’ real estate investment experience. In recent years he has focused on both UK and European Markets, servicing CBRE’s industrial and logistics clients across a wide range of projects. Richard focused on expanding and developing the business in capital markets, tenant representation and agency spheres. Richard was a founding partner of M3 Agency LLP which he sold to CBRE in 2010. He has strong links to many of the leading institutional funds, property companies and developers active in the industrial/distribution sector and he brings an in depth market understanding and awareness of current issues, and a thorough understanding of owner and tenant requirements to the team. Richard is a member of The Chartered Institute of Logistics and Transport.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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