Abrdn Global Premier Properties Fund Q3 2025 Commentary
Summarize this article with:
Aberdeen Asset Management163 FollowersFollow5ShareSavePlay(6min)CommentsSummaryThe Fund returned 4.76% for the three-month period ending 31 October 2025, outperforming its benchmark, the FTSE EPRA Nareit Global Index.At the stock level, healthcare REITs American Healthcare REIT, Welltower and Ventas were among the top contributors.EPR Properties detracted from performance as a lack of accretive acquisitions raised questions about the pace of earnings growth going forward.Overall, while pockets of strength emerged, the sector remained sensitive to macroeconomic shifts, with investor focus increasingly turning to fundamentals.We have also increased the Fund's allocation to less economically sensitive sectors, which we believe could offer greater stability in a weaker environment. Fabio Principe/iStock via Getty Images Fund performance The Fund returned 4.76% (on a net asset value basis) for the three-month period ending 31 October 2025, outperforming the 3.63% return of its benchmark, the FTSE EPRA Nareit Global Index (Net). This article was written byAberdeen Asset Management163 FollowersFollowAberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. Overall, we manage $669.1 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from over 40 client relationship offices globally.
The Aberdeen Standard Investments brand was created in connection with the merger of Aberdeen Asset Management PLC and Standard Life Plc on 14 August 2017 to form Standard Life Aberdeen plc.Follow us on our Thinking Aloud blog: https://www.aberdeenstandard.com/en-us/us/investor/insights-thinking-aloud*June 30, 2019Quick InsightsWhat sectors drove AWP's recent outperformance versus its benchmark?Healthcare REITs, particularly those exposed to senior housing demand, were top contributors to AWP's outperformance over the period.How is AWP positioning its portfolio amid macroeconomic uncertainty?AWP is increasing exposure to less economically sensitive sectors and focusing on companies with near-term rent growth and strong structural tailwinds.What risks or underperformers impacted AWP's results this quarter?EPR Properties and Invitation Homes detracted due to slow acquisitions and soft rental growth, while SL Green Realty lagged on NYC policy concerns.Recommended For You