Threadneedle Property Unit Trust
Fund Objective & Policy
The objective of the Fund is to provide indirect investment exposure to a diversified portfolio of property assets in the United Kingdom. Unitholders have a right to the income of the Fund, which is allocated monthly and paid at the end of each quarter. As Investment Advisor to the Fund, Columbia Threadneedle Investments follows a longstanding consistent investment approach to deliver long term outperformance against the Fund’s MSCI/AREF UK All Balanced Property Fund Index benchmark.
Key Facts
Structure | Jersey Property Unit Trust | Approach | Core |
|---|---|---|---|
Dealing | Monthly | Asset Exposure | Property, cash, indirect |
Launch Date | 20-May-05 | Lead Portfolio Manager | James Coke |
Investment Philosophy
Literature
Annual investor meeting - April 2021
Fund Manager
James Coke is Co-Head of Institutional, UK Real Estate at Columbia Threadneedle Investments. He took up this role in October 2020 and has joint responsibility for the investment performance and strategy of our UK institutional property mandates. He is also portfolio manager for the Threadneedle Property Unit Trust.
Before joining the company, James worked in the UK Capital Markets team at JLL, advising a range of institutional clients on property acquisitions and disposals throughout the UK.
James has a BSc (Hons) in Land Management from the University of Reading. He is also a member of the Royal Institution of Chartered Surveyors.
Insights
Net Zero Strategy and pathway
Committing to zero carbon real estate
Asset allocation update: standing pat
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About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Investment options
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
Responsible Business
As a leading global asset management group, Columbia Threadneedle Investments aims to deliver positive outcomes that meet the needs of our stakeholders and we commit to always act responsibly, transparently and in the best interests of those who trust us to manage their investments.