The Harvest Liquid Property Strategy aims to provide investors with an alternative to direct property investment. The Strategy offers global property exposure combining the ability to trade freely with the availability of a reliable stream of income.
It is Harvest’s view that property represents both an appropriate and highly attractive asset class for long term investment purposes, whether for pension funds or for other forms of long-term savings. Over the long term, global property prices tend to move ahead of inflation while also offering investors a strong and reliable source of income.
Summary of Investment Objective
The investment objectives of this strategy are threefold
- to take advantage of the income generating power of property.
- to gain a diversified exposure to global property.
- to buy into an asset class which has under performed internationally in recent years.
Base Currency – EUR
Total Net Assets – €1673.5M (€1.6BN)
Annual Distribution Target (Net) – 4.0%
Liquidity – Daily
Performance of the Harvest Liquid Property Strategy
Commentary on Recent performance
Since the Covid19 pandemic hit in March 2020, property has remained out of favour given the longer-term uncertainties. However, there has been at least a partial recovery although listed property vehicles are still trading at discounts. The Harvest Liquid Property is still showing an annualised return of 4.7% over the past three years. Most importantly the income side of the equation largely held up and the strategy continues to deliver an income return of almost 5% per annum. On this basis, we continue to see long term value in the strategy. (March 2021)
How do I find out more about the Harvest Liquid Property Strategy?
To find out more about the Harvest Liquid Property Strategy and to determine if it is suitable and appropriate for your portfolio please speak to your Client Advisor, call us on 01 237 5500 or email email@example.com
Past performance is not an indicator or guarantee of future performance. The value of units in the strategy and income received from it can go down as well as up, and investors may not get back the full amount invested. Other charges and taxes payable by an investor may not be included in the figures.
Warning: If you invest in this fund you may lose some or all of the money you invest. Past Performance is not a reliable guide to future performance. This fund may be affected by changes in currency exchange rates. The value of your investment may go down as well as up. Income may fluctuate in accordance with market conditions & taxation arrangements.