A real estate investment trust is a company that owns, and in most cases operates, income-producing real estate. REITs own many types of commercial real estate, including office and apartment buildings, studios, warehouses, hospitals, shopping centers, hotels and commercial forests. Some REITs engage in financing real estate. REITs act as a bridge between the worlds of housing and urban development on one hand, and institutional investors and financial markets on the other. They are typically categorized into commercial REITs (C-REITs) and residential REITs (R-REITs), with the latter focusing on housing assets such as apartments and single-family homes.
The FTSE 250 Index, also called the FTSE 250, or, informally, the "Footsie 250", is a stock market index that measures the real strength of the economy of the United Kingdom and consists of the 101st to the 350th mid-cap blue chip companies listed on the London Stock Exchange.
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York Stock Exchange. Invesco operates under the Invesco, Invesco Perpetual, and Powershares brand names.
The Unite Group provides purpose built student accommodation (PBSA) across the United Kingdom.
Alliance Witan plc, formerly Alliance Trust plc, is a publicly traded investment and financial services company, established in 1888 and headquartered in Dundee, Scotland. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. It is one of the largest investment trusts in the UK.
Caledonia Investments plc is a self-managed investment trust company based in London, England. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
AVI Global Trust is a London-based British investment trust. The company is a constituent of the FTSE 250 Index. The chairman is Graham Kitchen.
Murray Income Trust is a large British investment trust dedicated to investments in UK equities. Established as the Caledonian Trust Company in 1923, it became the Murray Caledonian Investment Trust in 1979 and Murray Income Trust in 1984. It absorbed 80% of the assets of the Perpetual Income & Growth Investment Trust in November 2020. Originally managed by Murray Johnstone, it is now managed by abrdn. The Chairman is Neil Rogan. The company is listed on the London Stock Exchange and it is a constituent of the FTSE 250 Index.
Perpetual Income & Growth Investment Trust was a large British investment trust dedicated to investments in UK equities. Established in 1996, the company was a constituent of the FTSE 250 Index. The chairman was Richard Laing. The fund was managed by Invesco Perpetual. Murray Income Trust absorbed 80% of its assets in November 2020. The other 20% was distributed to shareholders.
UK Commercial Property REIT, formerly UK Commercial Property Trust, was a large British investment trust dedicated to investments in UK commercial properties. Established in 2006, the company was listed on the London Stock Exchange until it was merged with Tritax Big Box REIT. The chairman was Ken McCullagh. It invested in shopping centres, shops, office buildings and industrial estates and warehousing/distribution centres.
Fidelity Special Values is an actively managed contrarian British investment trust that aims to achieve long-term capital growth predominantly through investments in UK-listed companies. Established in 1994, the company is a constituent of the FTSE 250 Index. The chairman is Andy Irvine. The fund is managed by Fidelity International.
Primary Health Properties plc is a British-based real estate investment trust, specialising in the rental of flexible and modern primary healthcare facilities within the United Kingdom and Ireland. The company is listed on the London Stock Exchange and is also a constituent of the FTSE 250 Index
Finsbury Growth & Income Trust PLC is a large investment fund focused on investing in the securities of UK listed companies. Established in January 1926, the company is a constituent of the FTSE 250 Index. The fund is managed by Lindsell Train.
Tritax Big Box REIT is a British real estate investment trust (REIT) investing in "Big Box" distribution centres. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Sequoia Economic Infrastructure Income Fund is a large British investment trust dedicated to the provision of debt instruments for infrastructure projects. Established in 2015, the company is a constituent of the FTSE 250 Index. The chairman is Robert Jennings and the Investment Advisor is Sequoia Investment Management Company in London.
Schroder Oriental Income Fund is a British investment trust that invests in businesses which derive a significant proportion of their revenues from the Asia Pacific region. Established in 2005, the company is a constituent of the FTSE 250 Index. The chairman is Peter Rigg and the fund is managed by Schroders.
LXi REIT is a real estate investment trust based in London, England. It was listed on the London Stock Exchange until it was acquired by LondonMetric Property in March 2024.
Bellevue Healthcare Trust is a large British investment trust dedicated to investments in listed or quoted healthcare companies on a worldwide basis. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
JPMorgan Global Growth and Income is a large British investment trust. Established in 1887, it is dedicated to investing in companies worldwide. The Chairman is Tristan Hillgarth. It is listed on the London Stock Exchange and FTSE Russell announced on 1 August 2022 that it would become a constituent of the FTSE 250 Index on 4 August 2022.
Bluefield Solar Income Fund is a large British investment trust. Established in 2013, it is dedicated to investing in low-carbon assets in the UK. The chairman is John Rennocks. It is listed on the London Stock Exchange and it is a constituent of the FTSE 250 Index.
