Property Funds

There are numerous ways to invest in the commercial property market. Many investors make indirect property investments through the purchase of shares in property companies or by investing in a fund that owns and manages physical bricks-and-mortar properties. Investing in property or property equities can involve high levels of risk to your capital.

The Fund of REITs (Real Estate Investment Trusts) is a unit-linked fund that gives access to predominantly commercial property by investing in a selection of Irish REITs established under the Irish Government's REIT legislation (2013).

  • Indicative Initial Allocation: Green REIT (80%) & Hibernia REIT (20%).
  • Can incorporate any number of Irish REITs going forward.
  • Allocation to specific REITs is actively managed by Zurich Life.
  • Daily priced, liquid fund – investors can move in an out of the fund without the threat of a deferral period.
  • Risk rating: 6

The Indexed European ex-UK Property Fund is a unit-linked fund that gives you the opportunity to share in the performance of some of Europe's leading real estate companies.

  • Indicative equity exposure: 100% of the value of the fund.
  • Opportunity to invest in a diversified portfolio of listed European (ex UK) property companies with higher than average dividend yields.
  • Risk rating: 6

The Global Property Equities Fund (Henderson Horizon) is a unit-linked fund that gives you the opportunity to share in the performance of some of the world's leading real estate companies. To achieve this, the fund invests in the Henderson Horizon Global Property Equities Fund.

  • Managed by Henderson Global Investors.
  • Opportunity to invest in a diversified portfolio of global property companies.
  • Risk rating: 5

The Indexed Australasia Property Fund is a unit-linked fund that gives you the opportunity to share in the performance of some of Australasia’s leading real estate companies.

  • Indicative equity exposure: 100% of the value of the fund
  • Opportunity to invest in a diversified portfolio of listed Australasian property companies and Real Estate Investment Trusts (REITs) with higher than average dividend yields.
  • Risk rating: 6

Henderson Global Investors is the name under which Henderson Global Investors Limited (reg. no. 906355) (incorporated and registered in England and Wales with registered office at 201 Bishopsgate, London, EC2M 3AE) is authorised and regulated by the Financial Conduct Authority in the UK to provide investment products and services.

Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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