Presentation by Marcus Phayre-Mudge, Fund Manager.
Marcus gives an overview of the fund, and some insight to the commercial property sector during the COVID-19 period. The fund yields 4%. At this time has a 9% discount to NAV. Worth a listen.
Both as a video or as a podcast.
Introduction – 00:20
Agenda – 00:40
What are we? – 01:00
Product range – 3:17
The team – 3:41
Track record – 4:33
Standardised performance – 4:55
Dividend history – 05:06
Portfolio exposure – 06:57
Sub-sector performance – 08:05
Sub-sector positioning – 10:40
Top 20 positions equal 74% of NAV – 11:48
Fund positioning pre COVID-19 – 14:21
Physical property portfolio – 19:36
The Colonnades, Bayswater – 22:31
Ferrier street, Wandsworth – 23:55
Why it’s still ok to own(most of) this asset class now – 24:53
Outlook – 29:41
Q&A – 32:14
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