M&G Property Portfolio added to the Academy of Funds

Square Mile Investment Consulting & Research has added M&G Property Portfolio to its range of recommended funds within the Academy of Funds, giving it an 'R' (Recommended) rating. Housed within a dedicated section on the Square Mile website and free for all advisers to access, Square Mile adds 'Recommended' rating to funds that they identify as having the best chance of meeting their objectives over the longer term.

M&G Property Portfolio

Rating: Recommended

Outcomes: Capital Accumulation & Income

M&G is one of the largest real estate investors in the UK market. This fund benefits from a highly experienced lead manager, Fiona Rowley, who is assisted by a well-resourced team dedicated to property. The fund's asset level ensures it is a well-diversified portfolio (c.130 properties) and has sizeable exposure to prime and high quality secondary properties. Within their approach, Fiona and supporting team place considerable emphasis on the key areas of this asset class - liquidity and the generation and growth of income.