Hot100 Profile: Schroders' Rehlaender on commercial property

A recent Towers Watson survey suggested that institutional investors had revisited commercial property after a number of years avoiding the sector. The retail market, in contrast, continues to give the sector a wide berth. In some cases this aversion is well-founded, but the Schroders Global Property Securities fund has managed to avoid many of the problems in the commercial property sector through judicious investments in higher growth markets. The fund is up 22.7% over five years, compared to a fall of 9.6% for the average fund in the sector. It was particularly strong in 2009 and 2010...