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Fidelity Real Estate

Providing clients access to high-quality European real estate

Fidelity Real Estate offers its European real estate expertise via open-ended pooled funds as well as bespoke solutions tailored to client specific requirements. Our real estate team has longstanding experience in managing European real estate mandates for a wide range of clients - both as pooled funds and segregated mandates.

Fidelity Eurozone Real Estate Strategy

Inception
2011
Investment Style
Core/Core+
Geographic focus
Eurozone - with focus on Germany, France & Benelux
Currency
EUR
Sector focus
Balanced and well diversified sector mix may include:

  • major commercial sectors - such as logistics, light industrials, office and retail
  • other commercial use-types - such as mixed-use, research & development, life science, healthcare
  • residential real estate
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Fidelity UK Real Estate Strategy

Inception 
2008
Investment Style 
Core/Core+
Geographic focus / Regional 
United Kingdom
Currency
British Pound
Sector focus 
Balanced and well diversified sector mix may include:

  • major commercial sectors - such as logistics, light industrials, office and retail
  • other commercial use-types - such as mixed-use, research & development, life science, hotels

Segregated mandates

As a firm, we have a long track record in building investment solutions for institutional clients. Client criteria, such as target returns, risk considerations and regulatory requirements are the building blocks to tailor our segregated strategies to client needs.

Intensive dialogue with our clients is the starting point of strategy formation and is continued via close collaboration with the client during the implementation, execution and delivery phase.

Fidelity Real Estate services, tools and know-how are available in a modular service format:

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Get in touch

Contact the Fidelity Real Estate Team directly:

Adrian Benedict
Head of Real Estate Solutions
E: FILRealEstateInvestmentSolutions@fil.com

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Contact your local sales team

Are you a professional investor and would like to know more     about Real Estate and our investment strategies?

See our contact details here

Risk warnings

  • This material is for Investment Professionals only and should not be relied upon by private investors.
  • The value of investments and the income from them can go down as well as up and investors may not get back the amount invested. 
  • The strategies invest directly in property and land, which can be difficult to sell, so an investor may not be able to sell /cash in this investment when they want to. The value of property is generally a matter of a valuer's opinion rather than fact.
  • These strategies are subject to sustainability risk, which, if it occurs, it could cause an actual or a potential material negative impact on the value of the investments made by the Funds. 
  • Investors should note that the views expressed may no longer be current and may have already been acted upon. Reference to specific investments should not be construed as a recommendation, but is included for the purposes of illustration only.
  • The strategies do not offer any guarantee or protection with respect to return, capital preservation, stable net asset value or volatility.

This information must not be reproduced or circulated without prior permission.

Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client. 

Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at, and must not be acted upon by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required.

Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are registered trademarks of FIL Limited. 

No statements or representations made on this website are legally binding on Fidelity or the recipient.

FIL Limited assets and resources as at 31/12/2020 - data is unaudited. Research professionals include both analysts and associates.

Issued by: FIL Pensions Management (authorised and regulated by the Financial Conduct Authority) / FIL (Luxembourg) S.A., authorised and supervised by the CSSF (Commission de Surveillance du Secteur Financier) / FIL Investment Switzerland AG / FIL Gestion, authorised and supervised by the AMF (Autorité des Marchés Financiers) N°GP03-004, 21 Avenue Kléber, 75016 Paris.  For German Wholesale clients issued by FIL Investments Services GmbH, Kastanienhöhe 1, 61476 Kronberg im Taunus. For German Institutional clients issued by FIL (Luxembourg) S.A., 2a, rue Albert Borschette BP 2174 L-1021 Luxembourg. For German Pension clients issued by FIL Finance Services GmbH,  Kastanienhöhe 1, 61476 Kronberg im Taunus.

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