Global Real Estate Total Return strategy (GRETR): Positioning for long-term real estate growth
As the Global Real Estate Total Return strategy (GRETR) has reached its third anniversary, discover how a high-conviction thematic approach, disciplined capital recycling and active value creation continue to drive the portfolio.
In this video, Miles McKechnie, Product Manager at Schroders Capital, reflects on the strategy’s journey to date, highlighting how high-conviction thematic investing, active asset management and capital recycling have shaped portfolio performance. He also discusses the portfolio’s exposure to sectors supported by enduring demand drivers, including logistics, warehousing and data centres, and shares his views on the opportunities and challenges facing global real estate markets today.
Watch the video for insights into the portfolio’s positioning, recent performance and outlook for the years ahead.
