Fund Profile

Disclaimer

Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by Starwood European Real Estate Finance. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

Performance

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Fund History

07 Sep 2021 Results analysis: Starwood European Real Estate Finance
SWEF’s managers describe ‘the strongest pipeline of opportunities since inception'...
26 Mar 2021 Results analysis: Starwood European Real Estate Finance
The results for the year ending 31/12/20 show resilience during the pandemic and the shares look good value at an 18% discount to NAV…
10 Mar 2021 Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
04 Mar 2021 Slides and Audio: Starwood European Real Estate Finance
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
04 Mar 2021 Fund Analysis
SWEF offers a 6% yield and a discount that could close in a recovery…
24 Feb 2021 Dire Straits or Money for Nothing?
With the sector having seen discounts narrow like never before – our analysts debate whether a premium is a price worth paying…
20 Jan 2021 Kepler's top-rated investment trusts for 2021
We update our annual quantitative ratings for investment trusts…
12 Aug 2020 Fund Analysis
SWEF offers a more secure way to invest in commercial property with a dividend less dependent on tenant performance…
30 Jan 2019 The Annuity Portfolio
We reveal our investment trust picks for a high income ...
25 Jul 2018 The Evergreen Annuity Portfolio
Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...
24 Jan 2018 Seeing the wood for the trees...
Our model portfolio designed as an annuity alternative is struggling to keep pace with inflation, we review the latest from the constituents…
20 Nov 2017 Under pressure
Our model portfolio designed as an annuity alternative is coping so far, but may struggle to keep pace with inflation at this rate…
20 Nov 2017 Fund Analysis
Generating a reliable income from property backed loans
20 Nov 2017 Fund Analysis
A differentiated trust generating both income and capital growth from operating UK wind farms
20 Nov 2017 Fund Analysis
A very broadly diversified portfolio which aims to generate an “attractive” yield though a low volatility multi-asset approach
20 Nov 2017 Fund Analysis
A diversified portfolio of student properties around the UK, the majority of which are let to international students
20 Nov 2017 Fund Analysis
A unique vehicle and provides an excellent one-stop-shop for generalist investors to get exposure across a wide spread of credit markets
25 Jan 2017 Should I stay or should I go?
That's exactly the question we are asking ourselves as the story at BlackRock Income Strategies unfolds...
16 Nov 2016 Weathering well
The Evergreen Annuity Portfolio enters its second year with a solid performance from most of its constituents...
16 Nov 2016 Fund Analysis
13 Oct 2015 The Evergreen Annuity Portfolio
Five 'all season' investments which will produce a sustained high income without eating into capital...
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