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Code & Self-Certification Matrix 2017

 
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 2017 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.

In June 2018 AREF launched a Quality Mark to highlight those member property funds which are achieving a high standard of transparency and corporate governance.  Click here to read more.

 
Please note: 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:
27.03.2018

 

                             
  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 1.8 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 N/A best minimum minimum minimum N/A best best minimum minimum minimum N/A minimum best minimum N/A 27.12.17
AEGON UK Property Fund minimum minimum N/A minimum best minimum minimum N/A best minimum N/A N/A minimum N/A minimum minimum minimum best N/A minimum minimum minimum best 29.11.17
minimum best best best best best minimum minimum best best N/A N/A N/A best best minimum minimum best best minimum best best best 20.12.17
AEW UK Real Return Fund minimum best best best best best minimum minimum best best N/A N/A N/A best best minimum minimum best best minimum best best best 20.12.17
Airport Industrial Property Unit Trust minimum minimum minimum minimum minimum minimum minimum N/A best minimum best minimum minimum best best minimum minimum minimum minimum minimum minimum best best 19.01.18
Aviva Investors Pensions Property Fund minimum best minimum best minimum minimum minimum minimum best minimum N/A best minimum best minimum minimum minimum minimum minimum minimum minimum best best 21.12.17
Aviva Investors UK Property Fund minimum minimum N/A best minimum minimum minimum N/A best minimum minimum minimum minimum best minimum minimum minimum minimum N/A N/A   best minimum 08.01.17
Blackrock UK Long Lease Fund minimum minimum minimum minimum minimum minimum minimum N/A best best N/A N/A N/A best best minimum minimum best minimum minimum minimum minimum minimum 01.02.18
Blackrock UK Property Fund minimum minimum minimum minimum minimum minimum minimum N/A best best minimum minimum minimum best best minimum minimum best minimum minimum minimum minimum minimum 01.02.18
CBRE UK Property Fund minimum best best best best minimum minimum   best best best best minimum best best minimum minimum best best minimum best best best 26.01.18
The Charities Property Fund  minimum best minimum best minimum best minimum minimum best minimum N/A N/A minimum best best minimum minimum best N/A minimum best best best 13.02.18
COIF Charities Property Fund minimum best best minimum minimum minimum minimum minimum best best minimum N/A N/A best minimum N/A minimum minimum minimum minimum minimum best minimum 22.12.17
F&C UK Property Fund minimum best best best best minimum minimum N/A best best best best minimum best best minimum minimum best best minimum best best minimum 19.12.17
Fidelity UK Real Estate Fund minimum best best best minimum best minimum N/A best best best best minimum best best minimum minimum best best minimum best best best 03.01.18
Grosvenor Liverpool Fund minimum minimum minimum minimum best best minimum N/A best best best best minimum best minimum minimum minimum best best minimum best best best 23.05.18
Grosvenor London Office Fund minimum minimum minimum minimum best minimum minimum N/A best best best best minimum best minimum minimum minimum best best minimum best best best 23.05.18
TH Real Estate Central London Office Fund minimum best minimum minimum minimum best minimum N/A best best best N/A minimum best best N/A minimum minimum minimum minimum best best best 26.02.18
TH Real Estate UK Property Fund minimum best N/A minimum N/A best minimum N/A best best best N/A minimum best best N/A minimum minimum minimum minimum minimum best best 15.01.17
Janus Henderson UK Property PAIF minimum best minimum minimum minimum best minimum N/A best best best best minimum best best minimum minimum minimum N/A minimum best best minimum 20.12.17
TH Real Estate UK Retail Warehouse Fund minimum best best minimum best best minimum N/A best best best N/A N/A best best N/A minimum minimum minimum minimum best best best 30.01.18
TH Real Estate UK Shopping Centre Fund minimum best best minimum minimum best minimum N/A best best best N/A minimum best best N/A minimum minimum minimum minimum best best best 12.01.18
Hercules Unit Trust minimum best best minimum best minimum minimum minimum best best best N/A minimum best best minimum minimum N/A minimum N/A minimum best minimum 27.12.17
Hermes Property Unit Trust minimum best best best best best minimum N/A best best best best minimum best best minimum minimum minimum best minimum minimum best best 15.12.17
Industrial Property Investment Fund minimum best best best best best minimum minimum best best best best minimum best best minimum minimum best best minimum best best best 07.12.17
Kames Active Value Property Fund minimum minimum N/A minimum minimum minimum minimum N/A minimum minimum N/A N/A N/A minimum minimum minimum minimum minimum minimum minimum best best best 29.11.17
Kames UK Active Value Property Fund (closed) minimum minimum minimum minimum minimum minimum minimum N/A best best N/A N/A N/A best minimum minimum minimum best minimum minimum best best best 29.11.17
Kames Property Income Fund minimum minimum N/A minimum minimum minimum minimum N/A best best N/A N/A minimum best minimum minimum minimum best N/A minimum minimum minimum best 29.11.17
Kames Target Healthcare Property Unit Trust minimum best best best best best minimum N/A best best best best minimum best best minimum minimum best best minimum best best best 28.11.17
Keills Property Unit Trust minimum best minimum best best best minimum minimum best minimum minimum minimum minimum minimum best minimum minimum best minimum minimum minimum best best

15.12.17

KFIM Long Income Property Unit Trust minimum best minimum minimum minimum minimum minimum N/A best N/A N/A N/A N/A best minimum minimum minimum minimum N/A N/A minimum N/A N/A 01.11.17
Legal & General Managed Property Fund minimum best best best best best minimum N/A best best best best minimum best best N/A minimum best N/A minimum best best best 22.12.17
Legal & General UK Property Fund minimum best best best best best N/A N/A best best N/A best minimum best best minimum minimum best N/A minimum best best best 28.12.17
The Leisure Fund Limited Partnership  minimum best best best best best minimum minimum best best best best minimum best best minimum minimum best best minimum best best best 13.12.17
Lend Lease Retail Partnership minimum best best best best best minimum minimum best best best minimum minimum best minimum minimum minimum best minimum minimum best best best 14.12.17
The Local Authorities' Property Fund  minimum best best best best minimum minimum minimum best best minimum minimum minimum best best N/A minimum minimum minimum minimum minimum best minimum 22.12.17
Lothbury Property Trust minimum best best best best best minimum N/A best best N/A N/A minimum minimum best minimum minimum best best minimum best best best 22.12.17
LPI (Limited Price Inflation) Income Property Fund minimum best best best best best minimum N/A best best best best minimum best best N/A minimum best N/A minimum best best best 28.12.17
M&G UK Property Fund (The) minimum best minimum best minimum best minimum N/A best best N/A minimum minimum best minimum minimum minimum minimum minimum minimum best best best 20.12.17
M&G Property Portfolio minimum best best best minimum best minimum N/A best best best best minimum best best Minimum minimum best best minimum best best best 05.08.17
M&G Secured Property Income Fund minimum best best best minimum best minimum N/A best best best best N/A best minimum minimum minimum best best minimum best best best 03.01.18
Mayfair Capital Property Income Trust for Charities minimum best best best best best minimum minimum best best minimum best minimum best best minimum minimum best best minimum best best best 21.12.17
Mayfair Capital Property Unit Trust minimum best minimum minimum minimum minimum minimum N/A best best best minimum minimum best best minimum minimum best best minimum minimum minimum minimum 29.12.17
Osiris Property Fund (The minimum minimum minimum best minimum minimum minimum minimum   best minimum N/A minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum 17.01.18
PGIM UK Ground Lease Fund minimum best minimum minimum minimum minimum minimum N/A best best N/A N/A N/A best best minimum minimum best best minimum best best best 31.01.18
Rockspring Hanover Property Unit Trust minimum best minimum best best best minimum N/A best best best N/A minimum best best minimum minimum minimum best minimum minimum best best 06.02.18
Royal London Property Fund minimum best N/A best best best minimum N/A best best best minimum minimum best best minimum minimum best minimum minimum best best best 21.12.17
Royal London UK Real Estate Fund minimum best N/A best best best minimum minimum best best minimum minimum minimum best minimum minimum minimum best best minimum N/A N/A best 06.04.17
Savills IM UK Income and Growth Fund minimum best minimum minimum minimum minimum minimum N/A best best best best minimum best minimum minimum minimum minimum best minimum best best best 14.02.18
Schroder UK real Estate Fund minimum best minimum best minimum best minimum minimum best minimum best best minimum best best minimum minimum best best minimum minimum best best 19.12.17
Standard Life Investments Long Lease Property Fund minimum best N/A best N/A best minimum N/A best best N/A N/A minimum N/A minimum minimum minimum minimum best minimum best best best 00.12.17
Standard Life Investments Pooled Pension Property Fund minimum best N/A best N/A best minimum N/A best best N/A N/A minimum N/A minimum minimum minimum minimum best minimum best best best 00.12.17
Standard Life Investments UK Real Estate Fund minimum best N/A best N/A best minimum N/A best best N/A N/A N/A best minimum minimum minimum best N/A minimum best best best 00.12.17
Standard Life Investments UK Retail Park Trust minimum best N/A best best best minimum minimum best best best best N/A best best minimum minimum best best minimum best best best 00.12.17
Standard Life Investments UK Shopping Centre Trust minimum best N/A best best best minimum minimum best best best best N/A best best minimum minimum best best minimum best best best 00.12.17
Threadneedle Pensions Property Fund minimum best N/A best best best minimum N/A best minimum minimum minimum minimum best best minimum minimum best minimum minimum best best best 05.01.18
Threadneedle Property Unit Trust minimum best N/A best best best minimum N/A best best minimum best minimum best best minimum minimum best best minimum best best best 22.12.17
Tritax Property Income Fund minimum best N/A minimum best minimum minimum N/A best best best minimum N/A best minimum minimum minimum minimum best minimum minimum best minimum 02.11.17
UBS Participating Real Estate Mortgage Fund (PREMF) minimum best minimum best best best minimum N/A best best best best minimum best best minimum minimum best best minimum best best best 22.12.17
UBS Triton Property Fund minimum best best best best best minimum N/A best best best best minimum best best minimum minimum best best minimum best best best 22.12.17
Unite UK Student Accomodation Fund minimum best minimum minimum minimum best minimum N/A best best best best N/A best best N/A minimum minimum best minimum best best best 18.12.17
Vista UK Residential Real Estate Fund minimum best minimum minimum minimum minimum minimum minimum best best N/A N/A N/A best best minimum minimum best minimum minimum best best minimum 18.12.17
West End Of London Property Unit Trust minimum best minimum best best best minimum minimum best best best best minimum best best minimum minimum best best minimum best best best 11.12.17

*Date Self-certification form completed.