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Code & Self-Certification Matrix 2015

 
KEY:
​minimum Minimum compliance
​best Best Practice
noncompliant Non-compliant
noform No form received
 
The following Matrix is published to improve transparency/awareness of the AREF Code of Practice and follows AREF’s aim to improve Corporate Governance standards and Best Practice to its members and the industry generally.
 
This Self-Certification Matrix relates to the 2015 version of the AREF Code of Practice (link).
 
A Minimum rating signifies Compliance with the Code and in order to achieve Best Practice one or more further requirements need to be met.
 
Self-certification is an annual requirement to enable AREF to understand whether its members are compliant with the Code or not.
 
Please not: AREF member Funds vary by fund type, structure and investment characteristics. The Matrix should not be used for broad comparison purposes as this may be misleading if comparison is drawn without an understanding of the specific funds being compared.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

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Updated: 19/04/2016

 

                             
  1. GOVERNANCE OF THE FUND 2. OPERATING THE FUND 3. UNIT DEALING AND PERFORMANCE
Fund 1.1 1.2 1.3 1.4 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 3.1 3.2 3.3 3.4 3.5 3.6 DATE*
Aberdeen Property Trust *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1 *1  
AEGON Active Value Property Fund minimum minimum best minimum best minimum best best minimum minimum minimum minimum best minimum minimum minimum ​best ​best ​best 16.12.2015
Aegon UK Property Fund minimum minimum best minimum best minimum best best minimum minimum minimum minimum best minimum minimum minimum minimum minimum best 22.12.2015
AEW UK Property Fund minimum best best best best minimum minimum minimum minimum best best minimum best best best minimum best best best 18.01.2016
Airport Industrial Property Unit Trust minimum best minimum minimum best best best best minimum best best minimum best best minimum minimum minimum best minimum 30.12.2015
Ashtenne Industrial Fund minimum best minimum best best best best best minimum best best minimum best minimum minimum minimum best best best 10.03.2016
Aviva Investors Pension Property Fund minimum best minimum minimum best minimum minimum minimum minimum minimum minimum minimum best best best minimum best best best 23.12.2015
Aviva Investors Property Trust minimum best minimum minimum best minimum minimum minimum minimum best minimum minimum best minimum best minimum best minimum best 11.01.2016
Blackrock UK Property Fund minimum best best best best best minimum minimum minimum best best minimum best minimum best minimum best best best 18.06.2015
CBRE UK Property Fund minimum best best best best best best minimum minimum best best minimum best best minimum minimum best best best 24.02.2016
Charities Property Fund (The) minimum best minimum best best minimum best best minimum best best minimum best best best minimum best best best 29.01.2016
COIF Charities Property Fund minimum minimum best minimum best best minimum best minimum best minimum minimum best minimum best minimum minimum best best 16.12.2015
F&C UK Property Fund minimum minimum best minimum minimum best best best minimum best best minimum best best best minimum best best minimum 18.06.2015
Fidelity UK Real Estate Fund minimum best minimum minimum best best best best minimum best best minimum best best best minimum minimum best best 25.11.2015
Grosvenor Liverpool Fund minimum minimum minimum minimum best best best best minimum best minimum minimum best best best minimum best best best 22.02.2016
Grosvenor London Office Fund minimum minimum minimum minimum best best best best minimum best minimum minimum best best best minimum best best best 22.02.2016
Henderson Central London Office Fund minimum best minimum best best best best minimum minimum best best minimum best minimum minimum minimum minimum best best 21.01.2016
Henderson UK Property Fund minimum best minimum best best best best minimum minimum best best minimum best minimum minimum minimum minimum best best 21.01.2016
Henderson UK Property Unit Trust minimum best minimum best best best best minimum minimum best best minimum best minimum best minimum best best best 21.01.2016
Henderson UK Retail Warehouse Fund minimum best minimum best best best best minimum minimum best best minimum best minimum minimum minimum minimum best best 21.01.2016
Henderson UK Shopping Centre Fund minimum best minimum best best best best minimum minimum best best minimum best minimum minimum minimum minimum best best 21.02.2016
Hercules Unit Trust minimum best minimum best best best best best minimum minimum best minimum best best best minimum best best best 05.01.2016
Hermes Property Unit Trust minimum best best minimum best best best best minimum best minimum minimum best minimum best minimum minimum best best 09.02.2016
Ignis UK Property Fund minimum best best best best best best best minimum best minimum minimum best best best minimum best best best 31.12.2015
Industrial Property Investment Fund minimum best best best best best best best minimum best best minimum best best best minimum best best best 22.04.2015
Kames Capital UK Active Value PUT minimum minimum minimum best best best best best minimum best best minimum best best minimum minimum best best best 16.12.2015
Kames Property Income Fund minimum minimum best best best best best best minimum best best minimum best best best minimum minimum minimum best 30.12.2015
Kames Target Healthcare Property Unit Trust minimum best minimum best best best best best minimum best best minimum best best best minimum best best best 14.10.15
Keills Property Trust minimum best minimum best best minimum minimum minimum minimum minimum best minimum best minimum minimum minimum minimum best best 14.01.2016  
Legal & General Managed Property Fund minimum best best best best best best best minimum best best minimum best best best minimum best best best 10.12.2015
Legal & General UK Property Fund minimum best best best best best best best minimum best best minimum best best best minimum best best best 17.12.2015
Leisure Fund Limited Partnership (The) minimum best best best best best best best minimum best best minimum best best best minimum best best best 12.05.2015
Lend Lease Retail Partnership minimum best best best best best minimum minimum minimum best minimum minimum best best minimum minimum best best best 05.06.2015
Local Authorities' Property Fund (The) minimum minimum best minimum best best minimum best minimum best minimum minimum best minimum best minimum best best best 16.12.2015
Lothbury Property Trust minimum best minimum best best best minimum minimum minimum minimum best minimum best best best minimum best best best 09.02.2016
LPI (Limited Price Inflation) Income Property Fund minimum best best best best best best best minimum best best minimum best best best minimum best best best 11.12.2015
M&G Property Portfolio minimum minimum minimum best best best best best minimum best best minimum best minimum best minimum minimum best best 14.01.2016
M&G Secured Property Income Fund minimum best best minimum best best best best minimum best minimum minimum best best best minimum best best best 18.12.2015
M&G UK Property Fund (The) minimum best minimum best best best best minimum minimum best best minimum best minimum minimum minimum best best best 18.01.2016
Mayfair Capital Property Income Trust for Charities minimum best best minimum best minimum minimum best minimum best best minimum best minimum best minimum minimum best best 07.09.2015
Mayfair Capital Property Unit Trust minimum best minimum minimum best best best minimum minimum best best minimum best best best minimum minimum minimum minimum 14.04.2016
Osiris Property Fund minimum minimum minimum minimum best minimum minimum minimum minimum best minimum minimum best minimum minimum minimum best minimum minimum 25.02.2016
Pramerica UK Ground Lease Fund minimum best minimum minimum best best best best minimum best best minimum best best best minimum best best best 11.01.2016
Quercus Healthcare Fund minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum best minimum minimum minimum minimum minimum minimum 11.03.2016
Rockspring Hanover Property Unit Trust minimum best minimum best best best best best minimum best best minimum best minimum best minimum best best best 10.11.2015
Royal London Property Fund minimum best best best best minimum best best minimum best best minimum best best best minimum best best best 23.06.2015
Savills IM UK Income and Growth Fund minimum best minimum minimum best best best best minimum best minimum minimum best minimum best minimum noncompliant best best 04.04.2016
Schroder UK Real Estate Fund minimum best minimum best best best best best minimum best best minimum best best best minimum best best best 06.01.2016
Standard Life Investments Long Lease Property Fund minimum best best best best best best best minimum best minimum minimum best minimum best minimum best best best 31.12.2015
Standard Life Investments Pooled Pension Property Fund minimum best best best best best best best minimum best minimum minimum best minimum best minimum best best best 31.12.2015
Standard Life Investments UK Property Trust minimum best best best best best best best minimum best minimum minimum best best best minimum best best best 31.12.2015
Standard Life Investments UK Retail Park Trust minimum best minimum best best best best best minimum best best minimum best best best minimum best best best 21.01.2016
Standard Life Investments UK Shopping Centre Trust minimum best minimum best best best best best minimum best best minimum best best best minimum best best best 21.01.2016
Threadneedle Pensions Property Fund minimum best best minimum best best minimum minimum minimum minimum best minimum best minimum best minimum minimum best best 19.01.2016
Threadneedle Property Unit Trust minimum best minimum minimum best best best best minimum best minimum minimum best minimum minimum minimum minimum best best 13.01.2016
UBS Central London Office Value Added (CLOVA) Fund minimum best minimum best best best best best minimum best best minimum best best best minimum minimum best minimum 30.12.2015
UBS Participating Real Estate Mortgage Fund (PREMF) minimum best minimum best best best best best minimum best best minimum best best best minimum minimum best minimum 30.12.2015
UBS Triton Property Fund minimum best best best best best best best minimum best best minimum best best best minimum minimum best best 30.12.2015
Unite Student Accommodation Fund minimum best minimum best best best best best minimum best minimum minimum best best best minimum best best best 29.06.2015
V+UK minimum best best best best best best best minimum best best minimum best best best minimum best best best 13.05.2016
West End of London Property Unit Trust minimum best best best best best best best minimum best best minimum best best best minimum best best best 23.06.2015

*Date Self-certification form completed.

*1 = This fund is converting to a PAIF and has been given a waiver.