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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.

Strategy Overview

Base Currency – EUR

Total Net Assets – €1.9BN

Annual Distribution Target (Net) – 4.0%

Liquidity – Daily

Performance of the Harvest Liquid Property Strategy

Source Financial Express

Commentary on Recent performance
The property sector was one of the first line casualties of Covid as uncertainty took hold in relation to the longer-term outlook for Retail in particular but also offices. The sharp fall experienced by the Strategy in March 2020 reflected this uncertainty. The Strategy has recovered strongly since then, helped by a relatively high concentration of Residential, Industrial and Logistics exposures. In addition, the income has remained strong throughout and with special dividends recently announced by the Schroders Trust, we will see further growth this year to over 5% for the full year. (October 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 justask@harvestfinancial.ie

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.


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Address:
Block 3, The Oval, Shelbourne Road, Ballsbridge, Dublin 4. Postcode: D04 T8F2.
Tel: +353 (0) 1 237 5500, Fax: +353 (0) 1 237 5555. Email: justask@harvestfinancial.ie