by Jake Moeller.
In this podcast, Alex Ross, fund manager of the Premier Pan-European Property Share Fund, provides an overview of the philosophy and process behind his fund and gives a detailed outlook for European property shares.
Alex outlines the benefits of listed property for an investor portfolio, examines some of the challenges and opportunities present in the asset class and explains how he is positioning his portfolio for the remainder of 2018.
|00:20||Outline the philosophy and objective of the Premier Pan-European Property Share Fund|
|01:13||What particular expertise does Premier have in this asset class?|
|01:40||Why listed property? Why Pan-European?|
|03:15||Why is the fund so heavily invested in UK and Germany?|
|05:15||Outline your sector exposures|
|08:00||How is the “disruption” theme being incorporated into the portfolio?|
|10:00||What is the outlook for income, yield and rental growth?|
|11:55||What are some of the challenges in the asset class?|
|13:30||What is your broad outlook and how are positioning yourself for the rest of 2018?|
Alex is chatting with Jake Moeller, Head of UK and Ireland Research, at Lipper in London on August 30, 2018.
About Alex Ross
Alex joined Premier as fund manager of the Premier Pan European Property Share Fund in June 2005 and has over 20 years of investment management experience in real estate securities. Alex previously worked as a property fund manager at Aberdeen Asset Management.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.
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