|
Fund performance (%) |
3 month |
1 year |
3 years* |
| |
|
|
|
| All Balanced Funds Index |
| ING UK Property Income Fund |
4.8 |
60.2 |
-19.8 |
| The Property Income Trust for Charities |
2.2 |
33.6 |
-11.7 |
| COIF Charities Property Fund |
3.8 |
30.6 |
-6.4 |
| ING Lionbrook Property Fund |
3.3 |
29.8 |
-14.1 |
| The Local Authorities' Property Fund |
5.3 |
28.7 |
-10.4 |
| Henderson UK Property Fund |
2.7 |
27.1 |
-8.3 |
| Lothbury Property Trust |
3.0 |
23.8 |
-7.3 |
| Royal London Exempt PUT |
4.2 |
21.1 |
-4.0 |
| Schroder Exempt Property Unit Trust |
3.3 |
21.0 |
-13.3 |
| Hermes Property Unit Trust |
3.3 |
20.9 |
-8.0 |
| Standard Life Investments Pooled Pension Property Fund |
4.2 |
20.8 |
-8.2 |
| Legal and General Assurance (Pensions Management) Ltd. |
3.0 |
20.4 |
-6.5 |
| BlackRock UK Property Fund |
2.8 |
19.3 |
-9.8 |
| The Charities Property Fund |
1.8 |
19.1 |
-7.2 |
| Aviva Investors Pensions |
2.9 |
19.0 |
-7.9 |
| Threadneedle Property Unit Trust |
2.9 |
18.4 |
-5.7 |
| AXA Institutional Property Fund |
2.4 |
17.9 |
-5.9 |
| The M&G Pooled Pensions Property Fund |
3.0 |
16.7 |
-7.9 |
| Threadneedle Pensions Ltd |
2.5 |
15.9 |
-5.7 |
| RREEF UK Core Property Fund |
2.9 |
15.9 |
-12.4 |
| Rockspring Hanover Property Unit Trust |
0.8 |
13.4 |
-13.4 |
| Pensions Management (SWF) Ltd |
2.0 |
11.6 |
-6.5 |
| UBS Triton Property Fund |
3.4 |
10.6 |
-14.1 |
| UBS Secure Income Property Fund |
2.5 |
7.1 |
5.9 |
| CB Richard Ellis Property Trust |
-3.9 |
5.43 |
-17.9 |
| AEGON Active Value Property Fund |
2.0 |
- |
- |
| Median All Pooled Funds |
3.1 |
21.0 |
-11.7 |
| Median Balanced PUTs |
3.0 |
20.9 |
-10.4 |
| Median All Balanced Funds |
3.0 |
19.3 |
-8.1 |
| Median Managed Funds |
2.9 |
17.9 |
-6.9 |
|
Median Low Geared Balanced Funds |
2.9 |
19.1 |
-7.9 |
| Specialist Vehicles |
|
Grosvenor Shopping Centre Fund |
4.8 |
92.4 |
-26.6 |
|
Grosvenor Festival Place Fund |
2.0 |
78.6 |
-19.5 |
|
ING Central London Unit Trust |
5.0 |
71.2 |
-27.1 |
|
Henderson UK Retail Warehouse Fund |
3.9 |
64.0 |
-17.8 |
|
Aberdeen Property UK Retail Parks Trust |
4.1 |
62.7 |
-13.6 |
|
The Leisure Fund LP |
6.6 |
61.5 |
-9.5 |
|
The Junction Fund |
0.4 |
56.1 |
-48.0 |
|
West End of London Property Unit Trust |
5.8 |
54.5 |
-13.3 |
|
The UK Logistics Fund |
5.1 |
47.7 |
-16.7 |
|
The X-Leisure Unit Trust |
10.7 |
45.4 |
-31.0 |
|
Hercules Unit Trust |
2.0 |
39.2 |
-22.8 |
|
The Mall Fund |
10.1 |
39.1 |
-45.1 |
|
UBS South East Recovery Fund |
0.0 |
37.9 |
-12.3 |
|
Standard Life UK Retail Park Trust |
3.5 |
37.6 |
-8.8 |
|
Grosvenor London Office Fund |
5.8 |
35.7 |
-9.0 |
|
Industrial Property Investment Fund |
5.2 |
32.7 |
-8.2 |
|
Henderson Central London Office Fund |
3.9 |
30.5 |
-7.4 |
|
Airport Industrial Property Unit Trust |
2.7 |
29.3 |
-21.1 |
|
RREEF UK Industrial Property Fund |
2.5 |
21.8 |
-4.6 |
|
Henderson UK Shopping Centre Fund |
3.1 |
21.7 |
-13.1 |
|
The Lend Lease Retail Partnership |
3.2 |
21.0 |
-6.1 |
|
Standard Life UK Shopping Centre Trust |
5.3 |
20.0 |
-7.7 |
|
RREEF UK Retail Property Fund |
4.3 |
20.0 |
-15.9 |
|
Falcon Property Trust |
2.7 |
20.0 |
-11.4 |
|
UNITE UK Student Accommodation Fund |
4.1 |
19.6 |
-3.4 |
|
Schroder Emerging Retail Property Unit Trust |
3.5 |
17.8 |
-5.9 |
|
The Lend Lease Overgate Partnership |
2.1 |
14.1 |
-9.0 |
|
The Quercus Healthcare Property Partnership |
3.4 |
12.3 |
-3.1 |
|
The Industrial Trust |
1.4 |
9.9 |
-26.5 |
|
Retail Plus Property Trust |
3.3 |
7.8 |
-12.3 |
|
RREEF UK Office Property Fund |
1.3 |
4.5 |
-13.9 |
|
Ashtenne Industrial Fund |
1.5 |
3.3 |
-26.2 |
|
Cordea Savills Student Hall Fund |
0.9 |
1.7 |
-11.7 |
|
APIA Regional Office Fund |
-1.7 |
-2.7 |
-28.9 |
| * Denotes annualised figures |
| |
| Performance to end June 2010 |
|
|
|
| |
All Pooled Property Funds Index |
FTSE 5-15 year Gilt Index |
All Share Index |
| Quarter |
3.6 |
5.4 |
-11.8 |
|
1 year |
23.9 |
7.0 |
21.1 |
|
3 year * |
-7.7 |
10.6 |
-5.7 |
|
5 year * |
1.4 |
6.1 |
3.5 |
|
10 year * |
6.5 |
6.3 |
1.6 |
| Source: IPD UK PPFI |
|
|
|
| |
| * Denotes annualised figures |
|
|
|
Event
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