MSCI PerformanceMSCI Performance

 

Background

Fletcher King are the appointed fund and asset managers for a mixed commercial portfolio owned by a long standing family trust client. The portfolio has representation in retail, industrial and office sectors located across the length and breadth of the UK.

 

Client brief

Maximise the income return from the portfolio and outperform the MSCI index annually on an ungeared basis.

 

Outcome

2025 Total Return – 1% percentile
5 year Total return – 2% percentile
10 year income return – 1% percentile

 

Source MSCI

 

Process and value added

This performance has been achieved from a team effort utilising the broad skills and experience from all departments within the company. This was coupled with the long term support and commitment from a trusted team of advisors and contractors working with the best of breed at a local and national level.