L&G Global Real Estate Dividend Index I Acc

Willis Owen Research Commentary

This Focus 50 fund tracks the FTSE EPRA/NAREIT Developed Dividend+ Index which provides a market cap-weighted exposure to global REITs and listed real estate companies that have been screened by their one-year forecast dividend yield. The constituents must have a forecast dividend yield of at least 2%, which represents a fairly low hurdle rate given the obligation for global REITs to maintain high dividend pay-out ratios. With an ongoing charge of just 0.20%, the fund is among the cheapest in the sector. It has a short track record but it is worth noting that the fund’s tracking difference (fund return less index return) has been less than its ongoing charge.

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