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Code & Self-Certification Matrix 2016

 
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 2016 version of the AREF Code of Practice (click here to view)
 
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:
14.06.17

 

                             
  1. GOVERNANCE OF THE FUND 2. OPERATING THE FUND 3. UNIT DEALING AND PERFORMANCE
FUND 1.1 1.2 1.3 1.4 1.5 1.6 1.7 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 UK Property Fund minimum minimum best best minimum best minimum best minimum minimum minimum N/A best best minimum minimum minimum N/A minimum best minimum N/A 28.12.16
AEGON UK Property Fund minimum minimum N/A minimum best minimum minimum best minimum N/A N/A minimum N/A minimum minimum minimum best N/A minimum minimum minimum best 20.03.17
AEW UK Core Property Fund minimum best best best best best minimum best best best best N/A best best minimum minimum best best minimum best best best 13.12.16
AEW UK Real Return Fund minimum best best best best best minimum best best best best N/A best best minimum minimum best best minimum best best best 25.05.16
AEW UK REIT plc minimum best best best best best minimum best best best best minimum best best minimum minimum best best minimum best best best 28.06.16
Airport Industrial Property Unit Trust minimum minimum minimum minimum minimum best minimum best minimum best best minimum best best minimum minimum best minimum minimum minimum best best 06.01.17
Aviva Investors Pensions Property Fund minimum best minimum minimum minimum minimum minimum minimum best minimum N/A minimum minimum minimum minimum minimum minimum minimum minimum minimum best best 20.12.16
Aviva Investors Property Trust minimum best inimum best best best minimum best nimum minimum minimum minimum best minimum minimum minimum minimum N/A N/A N/A minimum best 20.12.16
Blackrock UK Long Lease Fund minimum minimum minimum minimum minimum minimum minimum best best N/A N/A N/A best best minimum minimum best minimum minimum minimum minimum minimum 09.12.16
Blackrock UK Property Fund minimum minimum minimum minimum minimum minimum minimum best best minimum minimum minimum best best minimum minimum best minimum minimum minimum minimum minimum 09.12.16
CBRE UK Property Fund minimum best best minimum best best minimum best best best best minimum best best minimum minimum best best minimum best best best 20.02.17
Charities Property Fund (The) minimum best minimum best minimum best minimum best minimum N/A N/A minimum best best minimum minimum best N/A minimum best best best 20.12.16
COIF Charities Property Fund minimum minimum best minimum minimum minimum minimum best best minimum N/A N/A best minimum N/A minimum minimum minimum minimum minimum best minimum 23.12.16
F&C UK Property Fund minimum minimum minimum best best minimum minimum minimum best best best minimum minimum best minimum minimum minimum best minimum best minimum minimum 10.01.17
Fidelity UK Real Estate Fund minimum minimum minimum best best minimum minimum minimum best best best minimum minimum best minimum minimum minimum best minimum best minimum minimum 12.12.16
Grosvenor Liverpool Fund minimum minimum minimum minimum best minimum minimum best best best best minimum best minimum minimum minimum best best minimum best best best 20.12.16
Grosvenor London Office Fund minimum minimum minimum minimum best minimum minimum best best best best minimum best minimum minimum minimum best best minimum best best best 20.12.16
Henderson Central London Office Fund minimum best minimum minimum N/A best minimum best best best N/A minimum best best N/A minimum best minimum minimum minimum best best 05.01.17
Henderson UK Property Fund minimum best N/A minimum N/A best minimum best best best N/A minimum best best N/A minimum minimum minimum minimum minimum best best 05.01.17
Henderson UK Property PAIF minimum best minimum minimum minimum best minimum best best best best minimum best best minimum minimum minimum N/A minimum best best best 24.10.16
Henderson UK Retail Warehouse Fund minimum best minimum minimum N/A best minimum best best best N/A N/A best best N/A minimum minimum minimum minimum minimum best best 06.01.17
Henderson UK Shopping Centre Fund minimum best minimum minimum N/A best minimum best best best N/A minimum best best N/A minimum minimum minimum minimum minimum best best 04.01.17
Hercules Unit Trust minimum best minimum best best minimum minimum best best best N/A minimum best best N/A minimum best minimum minimum best best minimum 28.12.16
Hermes Property Unit Trust minimum best best best best best minimum best best best best minimum best best minimum minimum minimum best minimum minimum best best 19.12.16
Industrial Property Investment Fund minimum best best best best best minimum best best best N/A N/A best best minimum minimum best best minimum best best best 23.12.16
Kames Active Value Property Fund minimum minimum N/A minimum minimum minimum minimum minimum minimum N/A N/A N/A minimum minimum minimum minimum minimum minimum minimum best best best 19.12.16
Kames UK Active Value Property Fund (closed) minimum minimum minimum minimum minimum minimum minimum best best N/A N/A N/A best minimum inimum minimum best minimum minimum best best best 20.12.16
Kames Property Income Fund minimum minimum N/A minimum minimum minimum minimum best best N/A N/A minimum best minimum inimum minimum best N/A minimum no rating given minimum best 23.12.16
Kames Target Healthcare Property Unit Trust minimum best best best best best minimum best best best N/A N/A best best minimum minimum best best minimum best best best 15.12.16
Keills Property Unit Trust minimum best minimum best best best minimum best minimum minimum minimum minimum minimum best minimum minimum best minimum minimum minimum best best 09.01.17
Legal & General Managed Property Fund minimum best best best best best minimum best best best best minimum best best N/A minimum best N/A minimum best best best 31.01.17
Legal & General UK Property Fund minimum best N/A best best best N/A best best N/A best minimum best best minimum minimum best N/A minimum best best best 30.01.17
Leisure Fund Limited Partnership (The minimum best best best best best minimum best best best N/A N/A best best minimum minimum best best minimum best best best 21.12.16
Lend Lease Retail Partnership minimum best best best best best minimum best best best minimum minimum best minimum minimum minimum best minimum minimum best best best 13.12.16
Local Authorities' Property Fund (The) minimum best best minimum minimum minimum minimum best best minimum minimum minimum best best N/A minimum minimum minimum minimum best best best 23.12.16
Lothbury Property Trust minimum best best best best best minimum best best N/A N/A minimum minimum best minimum minimum best best minimum best best best 22.12.16
LPI (Limited Price Inflation) Income Property Fund minimum best best best best best minimum best best best best minimum best best N/A minimum best N/A minimum best best best 31.01.17
M&G UK Property Fund (The) minimum best minimum best minimum best minimum best best N/A minimum minimum best minimum minimum minimum minimum minimum minimum best best best 22.12.16
M&G Property Portfolio minimum best best best minimum best minimum best best best best minimum best best Minimum minimum best best minimum best best best 24.01.17
M&G Secured Property Income Fund minimum best best best minimum best minimum best best best best N/A best minimum minimum minimum best best minimum best best best 21.12.16
Mayfair Capital Property Income Trust for Charities minimum best best best minimum best minimum best best minimum best minimum best best minimum minimum best best minimum best best best 23.12.16
Mayfair Capital Property Unit Trust minimum best minimum minimum minimum minimum minimum best best best minimum minimum best best minimum minimum best best minimum minimum minimum minimum 19.01.17
Osiris Property Fund (The minimum minimum minimum best minimum minimum minimum N/A minimum minimum N/A minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum 31.12.16
PGIM UK Ground Lease Fund minimum best minimum minimum minimum minimum minimum best best N/A N/A N/A best best minimum minimum best best minimum best best best 04.01.17
Rockspring Hanover Property Unit Trust minimum best minimum best best best minimum best best best best minimum best best minimum minimum best best minimum best best best 19.12.16
Royal London Property Fund minimum best best minimum minimum best minimum best minimum best best minimum best best minimum minimum best best minimum best best best 22.12.16
Savills IM UK Income and Growth Fund minimum best minimum minimum minimum minimum minimum best best best best minimum best minimum minimum best minimum best minimum best best best 21.12.16
Schroder UK real Estate Fund minimum best minimum best minimum best minimum best best best best minimum best best minimum minimum best best minimum best best best 30.06.16
Standard Life Investments Long Lease Property Fund minimum best N/A best N/A best minimum best best N/A N/A minimum N/A minimum minimum minimum minimum best minimum best best best 00.12.16
Standard Life Investments Pooled Pension Property Fund minimum best N/A best N/A best minimum best best N/A N/A minimum N/A minimum minimum minimum minimum best minimum best best best 00.12.16
Standard Life Investments UK Real Estate Fund minimum best N/A best N/A best no rating given best best N/A N/A N/A best minimum minimum minimum best N/A minimum best best best 00.12.16
Standard Life Investments UK Retail Park Trust minimum best N/A best best best minimum best best best best N/A best best minimum minimum best best minimum best best best 00.12.16
Standard Life Investments UK Shopping Centre Trust minimum best N/A best best best minimum best best best best N/A best best minimum minimum best best minimum best best best 00.12.16
Threadneedle Pensions Property Fund minimum best N/A best minimum minimum minimum best minimum minimum minimum minimum minimum minimum minimum minimum best minimum minimum best best best 31.03.17
Threadneedle Property Unit Trust minimum best N/A best minimum best minimum best minimum minimum minimum minimum best best minimum minimum best minimum minimum best best best 02.05.17
UBS Participating Real Estate Mortgage Fund (PREMF) minimum best minimum best minimum best minimum best best best best N/A best best N/A minimum best best minimum best best minimum 23.12.16
UBS Triton Property Fund minimum best best Best minimum best minimum best best best best minimum best best minimum minimum best best minimum best best best 23.12.16
Unite UK Student Accomodation Fund minimum best minimum minimum minimum best minimum best best best best N/A best best N/A minimum minimum best minimum best best best 08.12.16
Vista UK Residential Real Estate Fund minimum best minimum minimum minimum minimum minimum best best N/A N/A N/A best best minimum minimum best minimum minimum best best minimum 03.01.17
West End Of London Property Unit Trust minimum best minimum best minimum best minimum best best best best N/A best best minimum minimum best best minimum best best best 28.01.16

*Date Self-certification form completed.