- Investments Expertise
We’re finding that an increasing number of institutional, pension fund and high-net-worth investors are turning to private equity in order to enhance their portfolio performance.
- Funds, prices & performance
We realise that pension scheme trustees face significant challenges in meeting the long-term needs of their members, against an ever-changing UK pensions landscape.
We offer a full range of segregated services, including specialist equity, bond, real estate, treasury, multi-asset, absolute return and discretionary balanced portfolios.
Our broad range of OEIC and unit trust funds covers a variety of asset classes, including equities, bonds and real estate, with individual risk-return profiles to suit your clients’ investment objectives. Each fund also offers access to the expertise of our specialist investment teams.
- Our insight
Standard Life Investments’ Global Strategy team provide regular analysis of the key economic data that has been influencing financial markets.
The House View process provides a consistent macroeconomic framework to analysing global financial markets.
Global view on markets from Head of Global Strategy, Andrew Milligan, with a brief overview on key markets and themes.
Our global strategists combine valuable experience, thorough research and analysis to tackle major issues of the moment.
Our Learning Gateway is a portal of wide-ranging educational resources that has been designed to complement your professional body’s gap-fill and ongoing training requirements both pre and post 1 January 2013.
Real estate fund range
In the UK, your clients can access the following Standard Life Investments real estate funds.
UK Retail Park Trust Secondary trade available
Structured as a Jersey Property Unit Trust.
The investment objective of the Trust is to outperform the retail park sub-sector of the IPD universe over a rolling three-year period. We launched the Trust in April 2005.
Managed by Lorcan Mooney
Lorcan’s main responsibilities are the asset management, acquisition and disposal of out-of-town retail properties throughout the UK, particularly for the Standard Life Investments UK Retail Park Trust. Lorcan’s real estate career stretches back to 1988 and he joined the company in 1994.
UK Shopping Centre Trust Secondary trade available
Structured as a Jersey Property Unit Trust.
The investment objective of the Trust is to outperform the shopping centre sub-sector of the IPD universe over a rolling three-year period. We launched the Trust in April 2005.
Managed by Ed Jenkins
Ed joined the industry in 1985 and has extensive experience in the shopping centre market. He joined Standard Life Investments in 2003 having spent his earlier career in the retail department of Knight Frank in London.
Pooled Pension Property Fund Open for investment
The Property Fund invests in a diversified portfolio of properties throughout the UK, with assets held in a mix of freehold and leasehold retail, office and industrial properties. We may also invest a small part of the portfolio in properties elsewhere in Europe and in real estate developments. The value placed on the holdings in the Property Fund is based on external valuations of each property on a monthly basis.
Managed by David Stewart
David joined the real estate industry in 1987. He joined Standard Life in 1989 and his responsibilities have included the asset management of major shopping centres, business parks and retail developments, as well as the management of several of our key real estate funds.
Long Lease Property Fund Open for investment
The Long Lease Property Fund invests in a diversified portfolio of assets, let to strong financial covenants and maintaining a minimum unexpired lease length of 15 years.
Managed by Richard Marshall
Richard joined Standard Life Investments as a graduate in 1997 and has built up extensive experience in the acquisition, disposal and asset management of real estate assets. Richard has managed the Long Lease Property Fund since its launch in 2003. He is also responsible for managing a segregated property portfolio.
UK Property Development Fund Not open for investment
The Fund develops and invests in a diversified portfolio of real estate development projects in the UK, with a focus on prime stock.
Managed by James Stevens
James is manager of the UK Property Development Fund. Having entered the industry in 2001, James joined Standard Life Investments in 2006. He is widely experienced in the real estate industry and has covered all sectors in the investment and development fields.
European Property Growth Fund Open for investments
Structured as a euro-denominated English Limited Partnership
The Fund aims to provide investors with exposure to direct continental European real estate. It does so through income-producing investments and, to a limited extent, development opportunities, with a target total return of 10% per year over a five-year period.
Managed by James Rushworth
Having joined the industry in 1993, James is highly experienced in real estate investment, development and asset management. He joined Standard Life Investments in 2000 as a portfolio manager and opened the company’s Paris office in 2007. James is currently responsible for securing investment and development opportunities for all Standard Life Investments’ managed funds across Europe.
Global REIT Fund Open for investment
The Global REIT Fund invests in a globally diversified portfolio consisting primarily of REITs, and quoted real estate companies. We aim to exploit the lack of correlation in real estate cycles globally to enhance investor returns over the medium term while maintaining an appropriately diversified portfolio and controlling volatility.
Managed by Svitlana Gubriy
In 2005, Svitlana joined Standard Life Investments’ global listed real estate team, which invests in real estate securities around the world including Australia, the United States, Europe and Asia. Svitlana is responsible for managing investments, identifying new opportunities and implementing the Fund’s strategy. She is also responsible for fundamental research of listed real estate companies, as well as analysing underlying markets. Svitlana joined the industry in 1997.
Global Real Estate Fund Open for investment
The objective of the Fund is to provide income, with some capital appreciation over the longer term. The investment policy of the Fund is to invest globally, primarily in direct commercial real estate and real estate-related equities.
Managed by James Britton
James Britton joined the Standard Life Investments’ Real Estate team as Portfolio Manager in 2006. From 2006 to 2009 his main focus was Continental Europe. In Q4 2009 he switched to working on Standard Life Investments’ UK Property Fund and Global Real Estate Property Fund. In Q4 2010 he was appointed Deputy Fund Manager of Standard Life Investments UK Property Fund, then in 2015 became Fund Manager of the Standard Life Unit Linked Life Fund and segregated South Yorkshire Pension Authority mandate. James began his career in 2001 as a Trainee Surveyor with LaSalle Investment Management before moving to Jones Lang LaSalle’s Valuation Advisory department in 2002. Between 2003 and 2006 he was a Surveyor in Jones Lang LaSalle’s Corporate Solutions team.