In this Talking Factsheet, Marcus Phayre-Mudge, manager of the TR Property Investment Trust, provides a concise overview of what the trust invests in, explains their investment process, and outlines the key risks associated with the trust. Additionally, Marcus shares insights into how ESG considerations are incorporated into the fund, gearing and discount control mechanisms in place, as well as offering his opinion on where this fund might fit in a broader investment portfolio.

Key Topics Covered:

• What does the fund invest in?
• Investment process explained
• Managing risks
• ESG integration
• Gearing limitations
• The discount control mechanism
• Role in a wider portfolio

Recorded November 2024

 Content provided by FundCalibre.

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