Henderson UK Property Fund

redmalc

Morning All

What is the general consensus on the Hederson Fund ?

I am sitting with approx 10% of my portfolio stil invested and unsure if I should should stay in or get out.

tacpot12

If you are prepared to stay in for five years, stay in. It's an ok property fund. If you are worried about the Brexit effect on property over that time, or are investing for less than five years, think about if there is another asset class that your money might make more return on for same level of risk - my personal view is that the next three to four years are going to be volatile for U.K. Equities, Bonds and Property.

bigadaj

Depends on your opinion.

You're presumably happy with this asset allocation as a percentage of your investable funds, and as a physical property fund it is a diversifier form pure equities, with the drawback it's les liquid than an equivalent property fund with share holdings.

I've just looked in trustnet and its and average to poor performer in its sector, but moving could be expensive as this is one area of investment where initial fees are still enforced; we've obviously seen some of these funds being suspended with large requests for dis investing so that's another consideration.

Property looks expensive but then so does everything, it's obviously uk only so not geographically diversified, not sure what else to say.

dunstonh

Be careful when comparing property funds by sector average. Rather stupidly, some years back, they decided to put the high risk property share funds in with the lower risk brick and mortar funds. This generally makes the bricks and mortar funds look like they are under performing when equities are doing well. You need to filter the property share funds out and not look at the sector average.