Threadneedle Property Unit Trust
Fund Objective & Policy
To provide investors with an indirect investment exposure to a diversified, multi-sector portfolio of UK property assets. It aims to outperform every calendar year generating top quartile returns on a rolling 3-year basis.
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
Asset allocation update: standing pat
Office-working: long-term symptoms or full recovery?
UK real estate: resilience and dynamism in equal measure
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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.