MSCI/IPF Property Investment Awards 2017

 

The IPF, along with MSCI, is pleased to announce the winners of the UK Property Investment Awards for 2017, which recognise the top performing funds classified by type and size band, measured over three and 10 year periods.

Determined strictly in accordance with MSCI’s globally defined data standards and performance measurement procedures, the awards are based upon independently verified direct real estate investment performance by pension and life funds, unlisted pooled funds, property investment companies and other professionally managed real estate portfolios, across more than 230 eligible UK portfolios.

Eligible funds were measured to December 2016 by MSCI’s Real Estate Portfolio Analysis Service, which provides investors with an independent audit of returns against a relevant market or sector benchmark.

AWARD CATEGORIES & WINNERS

Data Quality Awards

British Land
Canada Life
First Property Group
Keills 
LendLease
Mayfair Capital Investment Management
Picton 
Salmon Harvester Properties
TH Real Estate
UBS Asset Management

Insurance Company Life Funds (above £1000m, Dec 16)

Aviva Life & Pensions UK – With Profits 
Fund Manager: Aviva Investors
Total Return: 14.1% (3-year annualised total return)
Number of funds: 7
Total value: £16.1bn

Insurance Company Life Funds (above £100m and below £1.0bn, Dec 16)

GIA Light Industrial Fund  
Fund Manager: Barings Real Estate Advisers
Total Return: 17.1% (3-year annualised total return)
Number of funds: 7
Total value: £2.5bn

Segregated Pension Funds (above £350m, Dec 16)

Diageo Pension Trust Limited – Core Fund 
Fund Manager: Savills Investment Management LLP
Total Return: 14.2% (3-year annualised total return)
Number of funds: 29
Total value: £29.1bn

Segregated Pension Funds (above £100m and below £350m, Dec 16)

CBRE Global Investors separate account
CBRE Global Investors
Total Return: 16.8% (3-year annualised total return)
Number of funds: 45
Total value: £10.1bn

Balanced Funds in the Property Fund Index

Hermes Property Unit Trust
Hermes Investment Management
Total Return: 14.6% (3-year annualised asset-level total return)
Number of funds: 22
Total value: £22.7bn

Specialist Funds in the Property Fund Index

The Leisure Fund Limited Partnership
Legal & General Investment Management Real Assets
Total Return: 11.9% (3-year annualised asset-level total return)
Number of funds: 13
Total value: £11.9bn

Small Funds (below £100m, Dec 16)

Canada Life UK Life Fund
Canada Life Ltd
Total Return: 15.2% (3-year annualised total return)
Number of funds: 16
Total value: £544m

Small Specialist Funds (below £100m, Dec 16)

UK Pension Property Portfolio LP
First Property Group
Total Return: 8.9% (3-year annualised total return)
Number of funds: 12
Total value: £577m

Listed Funds

Derwent London
Derwent London
Total Return: 15.6% (3-year annualised total return)
Number of funds: 10
Total value: £26.7bn

Unlisted Balanced Funds

Salmon Harvester Opportunity Fund
Salmon Harvester Properties
Total Return: 15.8% (3-year annualised total return)
Number of funds: 45
Total value: £53.0bn

Unlisted Specialist Funds

Pollen Estate
Knight Frank
Total Return: 25.5% (3-year annualised total return)
Number of funds: 20
Total value: £20.1bn

10 Year Absolute Return Award

The Unite UK Student Accommodation Fund
Unite Integrated Solutions plc
Total Return: 9.0% (10 year annualised total return)
Number of funds: 194
Total value: £215bn

10 Year Relative Return Award

The St James’s Portfolio
The Crown Estate
Total Return: 12.7% (10-year annualised total return)
Number of funds: 194
Total value: £215bn

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