Premier Pan European Property Share Fund

The aim of the fund is to provide income and long-term capital growth from a portfolio which will mainly consist of European property company shares.

The Premier Pan European Property Share Fund offers an actively managed, diversified property shares portfolio, invested mainly in UK and Continental European Real Estate Investment Companies (REITs) and property companies, for example, companies that own or manage offices and shopping centres.

The GPR 250 Europe Capped Index (GBP Hedged) index is made up of the most liquid property companies and real estate investment trusts in Europe with single constituents capped at 10% and the currency exposure hedged to GBP. This makes it a sustainable representation of both the European property securities market and the fund’s investment policy to hedge the currency exposure to GBP and to have individual holdings restricted to a maximum 10% of the fund. We therefore believe this is a meaningful benchmark to help investors assess the performance of the fund.

There is no guarantee that the fund will achieve its objective.

The full investment objective and investment policy for the fund are published in the fund’s Prospectus.

In brief
  • Income paid twice a year, as dividends per share
  • Invests in property companies, not physical property
  • Diversification through UK and continental European property companies
  • Experienced fund manager
The fund might be suitable for investors:
  • who have basic investment markets knowledge or experience of the basic characteristics and risks of funds;
  • who understand that all of their investment is at risk;
  • who are looking to receive an income and to grow the value of their original investment over time and who can invest for the long-term, which means at least 5 years;
  • who understand that the amount of income they will receive is not guaranteed and can go up and down;
  • who appreciate the potential for attractive returns of investing in company shares, but also understand the higher risk that these investments may bring;
  • who understand that there are no guarantees that they will get back the full amount originally invested when they come to sell their investment; and
  • who have consulted with an authorised financial adviser
The fund might not be suitable for investors:
  • who need to fully protect their investment;
  • who want on-demand full repayment of the amount invested;
  • who have no tolerance for risk
  • who are unable to accept the possibility that they may not get back the full amount originally invested when they come to sell their investment;
  • who are looking to invest for less than 5 years; and
  • who are looking for a guaranteed level of growth on their original investment or a guaranteed amount of income.

The suitability descriptions above are for guidance only. We would always strongly recommend that investors consult with a financial adviser who can help assess risk profiles and the suitability of a fund. We are unable to provide individual investment advice or advise on the suitability of this fund for individual investors.

Before making an investment commitment, investors should:

Like to know more?

If you are interested in this fund or would like any further information, please contact us.

Fund managers

Alex Ross

Senior investment manager, Premier Pan European Property Share Fund


Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Miton Investors is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact us’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.