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VT Gravis UK Listed Property

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Past performance is not necessarily a guide to future performance, the value of your investment may go down as well as up. VT Gravis UK Listed Property (PAIF) Fund performance is illustrated by the A GBP Net Accumulation share class. Gravis Advisory Ltd is an appointed representative of Valu-Trac Investment Management Limited, which is authorised and regulated by the Financial Conduct Authority.

Key stats

Cumulative performance to 31 March 2024

Fund
Since Inception
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis UK Listed Property (PAIF) Fund
-7.49%
-11.23%
3.73%
-6.48%
3.82%
-6.48%
22.92%
4.97%
MSCI UK IMI Core Real Estate GBP
-15.61%
-8.39%
9.68%
-1.97%
8.10%
-1.97%
25.41%
4.65%
MSCI World IMI Core Real Estate GBP
-2.87%
7.41%
7.06%
0.29%
3.58%
0.29%
19.26%
4.14%
The fund launched on 31st October 2019. Past performance is not necessarily a guide to future performance. GULP performance is illustrated by the A GBP Net Accumulation share class.

Portfolio analysis

Top 10 Holdings

As at 31 March 2024
Holdings
Weighting
SEGRO PLC
8.3%
Unite Group PLC
8.0%
Tritax Big Box REIT PLC
8.0%
Grainger PLC
7.8%
Londonmetric Property Plc
6.3%
PRS Reit PLC
5.3%
Impact Healthcare REIT
4.9%
Big Yellow Group Plc
4.9%
Safestore Holdings PLC
4.8%
Urban Logistics REIT Plc
4.7%

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Contact us

  • General enquiries

    Valu-Trac Investment Management Limited
    Orton
    Moray
    IV32 7QE

    Telephone: +44 (0)1343 880217

    Email: [email protected]

  • Investment Adviser

    Matthew Norris

    Telephone: +44(0) 20 3405 8553

    Email: [email protected]

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