|
Fund performance (%) |
3 month |
1 year |
3 years* |
| |
|
|
|
| All Balanced Funds Index |
| ING UK Property Income Fund |
3.1 |
10.8 |
-5.9 |
| ING Lionbrook Property Fund |
2.4 |
10.0 |
0.5 |
| Hermes Property Unit Trust |
1.8 |
9.8 |
1.9 |
| Rockspring Hanover Property Unit Trust |
2.2 |
9.8 |
-4.0 |
| The Charities Property Fund |
2.8 |
9.3 |
2.9 |
| UBS Triton Property Fund |
0.8 |
8.6 |
-3.4 |
| Lothbury Property Trust |
1.6 |
8.4 |
2.2 |
| Schroder Exempt Property Unit Trust |
1.7 |
8.4 |
-0.7 |
| Cordea Savills UK Growth and Income Fund |
1.8 |
8.3 |
- |
| Legal and General Assurance (Pensions Management) Ltd. |
1.5 |
7.9 |
3.0 |
| Royal London Property Fund |
1.3 |
7.8 |
2.4 |
| Standard Life Investments Pooled Pension Property Fund |
1.9 |
7.2 |
1.0 |
| Mayfair Capital Property Income Trust for Charities |
1.1 |
7.1 |
0.3 |
| The M&G Pooled Pensions Property Fund |
1.6 |
7.0 |
1.1 |
| Threadneedle Pensions Ltd |
1.6 |
6.7 |
1.7 |
| COIF Charities Property Fund |
1.7 |
6.7 |
3.0 |
| BlackRock UK Property Fund |
1.6 |
6.6 |
0.4 |
| The Local Authorities' Property Fund |
2.4 |
6.2 |
-0.5 |
| Pramerica UK Ground Lease Fund |
1.0 |
6.1 |
5.7 |
| Aviva Investors Pensions |
1.8 |
6.0 |
1.8 |
| Kames Active Value Property Fund (previously Aegon) |
2.2 |
5.9 |
- |
| RREEF UK Core Property Fund |
1.1 |
5.7 |
-1.5 |
| Fidelity UK Real Estate Fund |
1.2 |
5.0 |
4.7 |
| Mayfair Capital Property Unit Trust |
0.3 |
4.5 |
- |
| Threadneedle Property Unit Trust |
0.8 |
3.9 |
0.5 |
| Henderson UK Property Fund |
1.7 |
3.7 |
-0.4 |
| |
|
|
|
| Median All Pooled Funds |
1.6 |
7.9 |
0.5 |
| Median Balanced PUTs |
1.7 |
7.5 |
0.3 |
| Median All Balanced Funds |
1.7 |
7.2 |
0.8 |
| Median Managed Funds |
1.7 |
7.2 |
1.7 |
|
Median Low Geared Balanced Funds |
1.7 |
7.1 |
1.4 |
| Specialist Vehicles |
|
UBS Central London Office Value Added Fund |
2.5 |
- |
- |
|
The Mall Fund |
-3.1 |
21.6 |
-26.3 |
|
The X-Leisure Unit Trust |
2.7 |
20.8 |
-15.5 |
|
West End of London Property Unit Trust |
3.7 |
19.7 |
5.6 |
|
Grosvenor London Office Fund |
1.4 |
16.5 |
3.7 |
|
The Lend Lease Retail Partnership |
1.7 |
14.9 |
4.0 |
|
Grosvenor Festival Place Fund |
-1.4 |
12.1 |
-12.5 |
|
The Leisure Fund LP |
2.4 |
11.4 |
2.4 |
|
UNITE UK Student Accommodation Fund |
2.3 |
10.9 |
0.2 |
|
Aberdeen Property UK Retail Parks Trust |
0.7 |
10.5 |
1.8 |
|
Airport Industrial Property Unit Trust |
1.5 |
9.7 |
-12.0 |
|
Falcon Property Trust |
1.9 |
7.9 |
1.1 |
|
Industrial Property Investment Fund |
2.2 |
7.2 |
1.0 |
|
RREEF UK Retail Property Fund |
0.7 |
6.1 |
-2.5 |
|
Hercules Unit Trust |
0.4 |
6.0 |
-7.7 |
|
The Quercus Healthcare Property Partnership |
1.9 |
5.6 |
0.7 |
|
Grosvenor Shopping Centre Fund |
-2.1 |
5.4 |
-15.6 |
|
RREEF UK Industrial Property Fund |
0.7 |
5.2 |
2.7 |
|
Retail Plus Property Trust |
-0.1 |
4.1 |
-4.6 |
|
RREEF UK Office Property Fund |
0.9 |
2.3 |
-5.3 |
|
The Junction Fund |
-4.0 |
2.1 |
-33.3 |
|
The Industrial Trust |
-1.2 |
-3.3 |
-19.1 |
|
Ashtenne Industrial Fund |
-2.0 |
-3.7 |
-19.6 |
|
APIA Regional Office Fund |
-5.2 |
-10.2 |
-21.1 |
|
* Denotes annualised figures
Source: IPD UK PPFI |
