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Code & Self-Certification Matrix 2018

 
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 2018 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:
08/04/19

 

                             
  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 best N/A best minimum best minimum N/A best minimum minimum minimum N/A best best minimum minimum minimum N/A minimum best minimum N/A 01.12.18
AEGON UK Property Fund minimum minimum N/A minimum minimum minimum minimum N/A best minimum N/A N/A minimum N/A minimum minimum minimum best N/A minimum minimum minimum best 17.12.18
minimum best best best minimum best minimum minimum best best N/A N/A N/A best best minimum minimum best best minimum best minimum best 21.12.18
AEW UK Real Return Fund minimum best best best minimum best minimum minimum best best N/A N/A N/A best best minimum minimum best best minimum best minimum best 21.12.18
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 minimum best 01.12.18
Aviva Investors Pensions Property Fund minimum best minimum best minimum minimum minimum minimum best minimum minimum N/A minimum best best minimum minimum minimum minimum minimum minimum minimum best 31.12.18
Aviva Investors UK Property Fund minimum minimum minimum best minimum minimum minimum N/A best minimum minimum N/A minimum best minimum minimum minimum minimum N/A N/A N/A minimum best 30.01.19
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 29.01.19
Blackrock UK Property Fund minimum minimum minimum minimum minimum minimum minimum N/A best best minimum minimum   best best minimum minimum best minimum minimum minimum minimum minimum 31.01.19
CBRE UK Property Fund minimum best best best minimum best minimum minimum best best best N/A minimum best best minimum minimum best best minimum best minimum best 07.01.19
The Charities Property Fund  minimum best minimum best minimum best minimum N/A best minimum N/A N/A N/A minimum best minimum minimum best minimum minimum best minimum best 24.01.18
COIF Charities Property Fund minimum best best best minimum minimum minimum minimum best best minimum N/A N/A best best N/A minimum best minimum minimum minimum minimum minimum 13.12.18
BMO UK Property Fund minimum best best best minimum minimum minimum N/A best best best minimum minimum best best minimum minimum best best minimum best minimum minimum 11.12.18
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 minimum best 02.01.19
Grosvenor Liverpool Fund minimum minimum minimum minimum minimum best minimum N/A best best best minimum minimum best minimum minimum minimum best best minimum best best best 31.01.19
Grosvenor London Office Fund minimum minimum minimum minimum minimum minimum minimum N/A best best best minimum minimum best minimum minimum minimum best best minimum best minimum best 31.01.19
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 minimum best 10.12.18
TH Real Estate UK Property Fund minimum best N/A minimum minimum best minimum N/A best best best minimum minimum best best N/A minimum minimum minimum minimum best minimum best 10.12.18
Janus Henderson UK Property PAIF minimum best minimum minimum minimum best minimum N/A best best best N/A minimum best best minimum minimum minimum N/A minimum best minimum minimum 07.01.19
TH Real Estate UK Retail Warehouse Fund minimum best best minimum minimum best minimum N/A best best best N/A N/A best best N/A minimum minimum minimum minimum best minimum best 15.11.18
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 minimum best 10.12.18
Hercules Unit Trust minimum best best minimum minimum minimum minimum minimum best best best N/A minimum best best minimum minimum best best minimum minimum minimum minimum 27.12.18
Hermes Property Unit Trust minimum best best best minimum best minimum N/A best best best minimum minimum best best minimum minimum minimum best minimum minimum minimum best 18.12.18
Industrial Property Investment Fund minimum best best best minimum best minimum minimum best best best minimum minimum best best minimum minimum best best minimum best minimum best 01.02.19
Kames Active Value Property Fund minimum minimum N/A minimum minimum minimum minimum N/A best minimum N/A N/A N/A N/A minimum minimum minimum best N/A minimum minimum minimum best 21.12.18
Kames UK Active Value Property Fund (closed) minimum best minimum minimum minimum minimum minimum minimum best best N/A N/A N/A best minimum minimum minimum best minimum minimum best minimum best 29.01.19
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 31.01.19
Kames Target Healthcare Property Unit Trust minimum best best best minimum best minimum minimum best best best minimum N/A best best minimum minimum best best minimum best minimum best 13.12.18
Keills Property Unit Trust minimum best minimum best minimum best minimum minimum best minimum N/A N/A minimum best best minimum minimum best minimum minimum minimum minimum best

07.12.17

KFIM Long Income Property Unit Trust minimum best minimum best minimum minimum minimum N/A best minimum N/A N/A N/A best best minimum minimum minimum N/A minimum minimum minimum minimum 20.02.19
Legal & General Managed Property Fund minimum best best best minimum best minimum N/A best best best minimum minimum best best N/A minimum best N/A minimum best minimum best 19.02.18
Legal & General UK Property Fund noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform 28.12.17
The Leisure Fund Limited Partnership  minimum best best best minimum best minimum minimum best best best minimum minimum best best minimum minimum best best minimum best minimum best 01.02.19
Lend Lease Retail Partnership minimum best best best minimum best minimum minimum best best best minimum minimum best best minimum minimum best best minimum best minimum best

19.12.19

The Local Authorities' Property Fund  minimum best best best minimum minimum minimum minimum best best minimum N/A minimum best best N/A minimum best minimum minimum minimum minimum minimum 13.12.18
Lothbury Property Trust minimum best best best minimum best minimum N/A best best N/A N/A minimum minimum best minimum minimum best best minimum best minimum best 31.01.19
LPI (Limited Price Inflation) Income Property Fund minimum best best best minimum best minimum N/A best best best minimum minimum best best N/A minimum best N/A minimum best minimum best 19.02.19
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 minimum best 28.01.19
M&G Property Portfolio minimum best best best minimum best minimum minimum best best best minimum minimum best best minimum minimum best minimum minimum best minimum best 20.08.18
M&G Secured Property Income Fund minimum best best best minimum best minimum N/A best best best minimum N/A best minimum minimum minimum best best minimum best minimum best 03.01.19
Mayfair Capital Property Income Trust for Charities minimum best best best minimum best minimum minimum best best minimum minimum minimum best best minimum minimum best best minimum best minimum best 20.12.18
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 07.01.19
Osiris Property Fund (The minimum minimum minimum best minimum minimum minimum N/A   best minimum N/A minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum minimum

21.12.18

PGIM UK Ground Lease Fund minimum best minimum minimum minimum best minimum N/A best best N/A N/A N/A best best minimum minimum best best minimum best minimum best 14.12.18
Rockspring Hanover Property Unit Trust noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform noform 06.02.18
Royal London Property Fund minimum best N/A best minimum best minimum N/A best best best minimum minimum best best minimum minimum best minimum minimum minimum minimum best 21.01.18
Royal London UK Real Estate Fund minimum best N/A best minimum best minimum minimum best best minimum minimum minimum best minimum minimum minimum best best minimum best minimum best 28.11.18
Savills IM UK Income and Growth Fund minimum best minimum best minimum best minimum N/A best best best N/A N/A best minimum minimum minimum best minimum minimum minimum minimum best 03.01.19
Schroder UK real Estate Fund minimum best minimum best minimum best minimum minimum best minimum best minimum minimum best best minimum minimum best best minimum best minimum best 03.08.18
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 best minimum minimum minimum minimum best minimum best minimum best 01.12.18
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 minimum best 01.12.18
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 minimum best 01.12.18
Standard Life Investments UK Retail Park Trust minimum best best best minimum best minimum minimum best best best minimum N/A best best minimum minimum best best minimum best minimum best 01.12.18
Standard Life Investments UK Shopping Centre Trust minimum best best best minimum best minimum minimum best best best minimum N/A best best minimum minimum best best minimum best minimum best 01.12.18
Threadneedle Pensions Property Fund minimum best N/A best minimum best minimum N/A best minimum minimum N/A minimum best best minimum minimum best minimum minimum best minimum best 28.12.18
Threadneedle Property Unit Trust minimum best N/A best minimum best minimum minimum best best minimum minimum minimum best best minimum minimum best minimum minimum best minimum best 31.12.18
Tritax Property Income Fund minimum best minimum minimum minimum minimum minimum minimum best best best minimum N/A best minimum minimum minimum minimum best minimum minimum minimum minimum 29.01.19
UBS Participating Real Estate Mortgage Fund (PREMF) minimum best minimum best minimum best minimum N/A best best best minimum minimum best best minimum minimum best best minimum best minimum best 28.12.18
Triton Property Fund LP minimum best best best minimum best minimum N/A best best best minimum minimum best best minimum minimum best best minimum best minimum best 28.12.18
Unite UK Student Accomodation Fund minimum best minimum minimum minimum best minimum N/A best best best minimum minimum best best N/A minimum best best minimum best minimum best 20.12.18
West End Of London Property Unit Trust minimum best minimum best minimum best minimum minimum best best best minimum minimum best best minimum minimum best best minimum best minimum best 20.08.18

*Date Self-certification form completed.