abrdn Global Real Estate Active Thematics UCITS ETF (Acc)

Issuer: abrdn

Asset Class: Alternative

TER: 40bps

Trading Currency: GBX

Pays Income: False

Listing Date: 11 Apr 2024

Ticker: AREG

ISIN: IE000GGQK173

This actively managed fund offers a modern approach to property investment, moving beyond traditional commercial real estate to focus on the future of the global real estate sector. The strategy is built on identifying and investing in powerful, long-term structural trends that are reshaping how we live, work, and interact with the built environment. It provides targeted exposure to companies, primarily Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs), that are positioned to benefit from these fundamental shifts, aiming for long-term total return.

The portfolio is constructed around three core themes: the digital revolution, evolving living patterns, and the urgent need for decarbonisation. This translates into investments in assets like logistics centres and data centres (digitalisation), single-family rental housing and life-science facilities (living), and sustainable, energy-efficient buildings (decarbonisation). By concentrating on these forward-looking areas within developed markets, the fund seeks to create a resilient portfolio that is less dependent on traditional economic cycles and aligned with the demands of the modern economy.

The active management allows the investment team to dynamically adjust allocations, seeking out the most compelling opportunities across the globe while navigating market volatility. A key part of the investment process is the integration of environmental, social, and governance (ESG) factors, which helps in identifying high-quality, sustainable assets and managing potential risks. This thematic and ESG-focused strategy provides a distinct way to invest in the next generation of real estate assets.