Real Assets
FP Foresight Sustainable Real Estate Securities
Überblick
The FP Foresight Sustainable Real Estate Securities strategy seeks a positive total return underpinned by a 4% dividend yield over a rolling five-year period by investing in globally listed real estate companies with structural tailwinds that meet the strategy's sustainable investment criteria.
Real estate is undergoing a structural shift. Demographic change, decarbonisation, technological transformation and evolving social needs are reshaping which types of property are in demand and which operators are best placed to benefit. Listed real estate investment trusts provide liquid, accessible exposure to these trends, with income characteristics that are difficult to replicate elsewhere.
The FP Foresight Sustainable Real Estate Securities Fund targets companies at the forefront of this shift, combining a disciplined active approach with a clear sustainability framework to identify the real estate sub-sectors and operators best positioned for durable long-term returns.
The fund takes an active approach to investing in listed real estate companies that benefit from secular trends across environmental, demographic, social and economic factors. By combining these structural tailwinds with a sustainable investment framework, the strategy aims to identify companies with improving earnings quality, pricing power and the potential to deliver consistent income growth alongside capital appreciation.
The portfolio spans a range of sub-sectors including healthcare real estate, industrial and logistics assets, and digital infrastructure, reflecting the diversity of long-term structural demand drivers across global real estate markets.
Why invest in the FP Foresight Sustainable Real Estate Securities Fund?
- Structural growth exposure – The fund targets real estate sub-sectors driven by long-term secular trends including ageing populations, e-commerce growth and digital infrastructure demand, rather than simply tracking the broader listed property market.
- Sustainable investment criteria – A clear sustainability framework screens for companies that embed environmental, social and governance considerations into their business models, combining responsible investment with the pursuit of attractive financial returns.
- Income with growth potential – The strategy targets a 4% dividend yield over a rolling five-year period, underpinned by companies with improving earnings quality and the potential for sustainable dividend growth.
- Liquidity of listed markets – Access to real estate through listed REITs provides the income and diversification characteristics of direct property with the liquidity and transparency of public markets.
- Active management – A disciplined, research-led approach to stock selection focuses on companies with genuine structural tailwinds, strong management teams and attractive valuations.
The FP Foresight Sustainable Real Estate Securities Fund could be suitable for investors seeking income-generating real estate exposure with a sustainability overlay, or as a diversifying allocation within a broader real assets or income portfolio.
Fondsdaten
- Auflegungsdatum
- 15.06.2020
- Fund Managers (start date)
- Mayank Markanday (31.03.2025)Mark Brennan (07.09.2026)
- Benchmark
- FTSE EPRA NAREIT Developed Net TRI GBP
- IA Sector
- IA Listed Property
- ISIN
- GB00BMFYBB80
- SEDOL
- BMFYBB8
- BLOOMBERG
- FPRESAA LN
- Underlying currency
- GBP
- Pricing
- Daily, single priced
- Valuation
- 12:00 UK time
- Deal cut off time
- 11:30 UK time
- Administrator
- Apex Group Fiduciary Services (UK) Limited
- ISA Eligible
- Yes
0.85%
1.000 £
Fund Registration
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Kommentar
October Commentary
Dies ist eine Marketingmitteilung. Bitte lesen Sie vor einer endgültigen Anlageentscheidung den Prospekt, den Nachtrag (Supplement) sowie die KIDs und KIIDs der Fonds (auf dieser Website verfügbar), die ausführliche Informationen zu deren Merkmalen und Zielen sowie vollständige Informationen zu den Risiken enthalten.
The third quarter was challenging for global listed real estate, as the bond sell-off pushed long-term discount rates sharply higher. The FTSE EPRA Nareit Developed Index fell 6.2% over the quarter (in GBP) but remained up 4.2% year to date. Meanwhile, UK listed REITs have traded at meaningful discounts to their North American counterparts, and private-market bids such as Prologis’s offer for SEGRO show the value embedded in listed real estate at current discounts. Looking ahead, higher real yields remain a headwind for valuations. However, we believe the FP Foresight Sustainable Real Estate Securities Fund’s focus on structural demand drivers (ageing populations, digitalisation and modern logistics), together with long-dated, often inflation-linked leases and active capital recycling by our holdings, leaves it well positioned. In this commentary, we review performance in Q3, report on news from our portfolio companies and set out the portfolio’s positioning.
Vollständiger Kommentar
FP Foresight Sustainable Real Estate Securities - October Commentary
Oktober 2026
Wertentwicklung
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