Summary:

Funds investing directly in bricks and mortar and indirectly through stocks and shares in property companies.


Strategy: Property
No of funds: 42
AUM: £ 13.4bn
in association with
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Rank Fund
1 Invesco Perp High Inc
2 Invesco Perp Income
3 Norwich Property
4 Fidelity European
5 Jupiter Income

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Manager: Jim Horsburgh
AUM: n/a
Objective: To create wealth for its investors through stockmarket investment. Witan offers its shareholders a diverse investment in terms of Manager, geographical region, industrial sector and individual stock.
Rank Sector Report 3y (%)
1 Global Emerging Markets view 62.7
2 Asia Pacific Excluding Japan view 44.6
3 European Smaller Cos view 32.1
4 Europe Excluding UK view 26.1
5 Asia Pacific Including Japan view 24.4
a d v e r t i s e m e n t


Rank Factsheet
1 Invesco Perp High Inc
2 Gartmore China Opportunities
3 JPM Natural Resources
4 Invesco Perp Income
5 Marks & Spencer High Income

Rank Fund 3y (%)
1 Neptune Russia & Gtr Russia 154.1
2 Scot Wid Latin American 146.7
3 BlackRock Gold & General 133.6
4 Threadneedle Latin American 123.1
5 Invesco Perp Latin American 118.2
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