Survey of Financial Advisors - Quarter Report - November 2017

• The proportion of advisers expecting positive returns over 1 and 3 years has increased again
• 29% of advisers are expecting double-digit average returns per annum over five years from their property investments
• The average per annum return expectation over 3 and 5 years is 6% and 9% respectively
• There was a notable increase in the expected use of pension funds, life funds and REITs for property exposure over the next six months, relative to last quarter
• In the event of unforeseen circumstances rendering a fund unable to meet redemptions, half of advisers would prefer suspension of dealing continues to be preferred, with 50% in favour, while a further 29% preferred redemptions to be appropriately discounted to anticipate asset sales at distressed prices
• There remains a rising trend in the focus on SRI and ethical amongst advisers’ clients, albeit from a fairly low base.

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