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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 30 August 2023

Fund
Since Inception
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis UK Listed Property (PAIF) Fund
-11.29%
-9.27%
-20.79%
-3.83%
-1.55%
-5.26%
23.20%
5.02%
MSCI UK IMI Core Real Estate GBP
-25.41%
-9.86%
-17.38%
-2.66%
-2.24%
-4.25%
25.50%
4.61%
MSCI World IMI Core Real Estate GBP
-10.23%
9.79%
-12.48%
-1.68%
-1.57%
-3.04%
19.88%
4.10%
The fund launched on 30th 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 30 August 2023
Holdings
Weighting
Unite Group PLC
9.5%
Grainger PLC
7.8%
Tritax Big Box REIT PLC
7.7%
SEGRO PLC
7.5%
Londonmetric Property Plc
5.8%
Safestore Holdings PLC
5.0%
Big Yellow Group Plc
4.9%
Impact Healthcare REIT
4.8%
PRS Reit PLC
4.8%
Assura PLC
4.6%

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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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