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Audience

Fund updates

20/08/2018

R+ Property Case Study

In this short video Co-fund manager Justin Upton showcases one of the assets held within the M&G Property Portfolio, the R+ building in Reading. The asset, which was acquired in 2014 has been completely re-developed and is regarded as a best-in-class asset. Justin discusses the benefits of investing outside of London, the intention behind the investment and the success of the project for both the investor and the fund.

The value from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

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Literature

  • M&G Property Portfolio - GBP - A Inc - Costs and charges illustration PDF
  • M&G Property Portfolio - GBP - A Inc - Key Investor Information Document (UK) PDF
  • M&G Declaration and Authorisation for Initial Investment into the M&G Property Portfolio PDF
  • M&G Property Portfolio - A property fund that stands out from the crowd PDF
  • M&G Property Case Studies Brochure PDF
  • M&G Property Portfolio - Fund Profile PDF
  • M&G Guide to Property PDF
  • M&G Property Portfolio - Annual Long Report PDF
  • M&G Property Portfolio - Interim Long Report PDF
  • M&G Property Portfolio - Annual Short Report PDF
  • M&G Property Portfolio - Interim Short Report PDF
  • M&G Property Portfolio - Instrument of Incorporation PDF
  • M&G Property Portfolio - Prospectus PDF

Fund team

Fund manager tenure from 18/01/2013
Fiona Rowley joined M&G Real Estate as an investment surveyor in 1994 and was appointed deputy fund manager of the M&G Property Portfolio on its launch in 2005. She was appointed fund manager in 2007. Before joining the group, Fiona worked for property service company Knight Frank. She has a first class honours degree in estate management from South Bank University and is a member of the Royal Institution of Chartered Surveyors (RICS) and the Investment Property Forum.
Justin Upton joined M&G Real Estate in January 2010 as deputy fund manager of the M&G Pooled Pensions Property Fund (PPLP). With effect from 1 April 2018, he was promoted to co-fund manager of the M&G Property Portfolio and the M&G Feeder of Property Portfolio. On 1 January 2012, he was appointed deputy fund manager of the M&G Property Portfolio. Before M&G Real Estate, Justin spent two years as a director at Mayfair Capital Investment Management where he was involved with the MC Special Opportunities Fund and Income Trust for Charities. Prior to this, he spent five years at Henderson Global Investors as assistant fund manager on the Henderson Retail Warehouse Fund and the Caspar Fund. Justin undertook his RICS accreditation during four years spent with Cushman Wakefield’s capital markets team. He holds a degree from the University of Birmingham in social and economic history and a Masters from City University in property law and valuation.
James Miéville is the investment specialist for the M&G Property Portfolio. Prior to this, he was the investment specialist for the M&G Global Themes Fund (formerly the M&G Global Basics Fund) and the M&G Managed Growth Fund, having joined M&G in 2011. Before this, James worked for three years at T. Rowe Price in sales and client services. He graduated from the University of Birmingham in 2007 with a degree in commerce with Spanish and is a CFA charterholder.

How to Invest

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.