31 Dec 2025

Download Vehicle Disclosures and Reporting Guidelines

 

Background

The Vehicle Disclosures and Reporting Guidelines were created in 2025 from the content of AREF’s Code of Practice and refined by the Corporate Governance Committee, following the replacement of the Code of Practice by the principled-based Charter.

These guidelines aim to provide managers and investors with:

  • background information into the Vehicle Disclosure and Reporting Guidelines; and
  • guidance in setting, managing and monitoring the disclosure and reporting processes of a vehicle.

Please send any questions to [email protected]

Tags

Guidance Guidance

Author

Rachel Portlock

Rachel Portlock

Head of Research, AREF

Rachel is responsible for working with a number of AREF committees, including the Research, Corporate Governance and ESG & Impact Investing Committees.

Previous to joining, Rachel worked as an independent investment management professional in real estate and prior to this she spent 11 years at Aviva Investors in the Real Estate Team as a Strategist and six years at Henderson Global Investors. 

Rachel has taken on a number of projects for AREF over the last few years, including the End of Fund Life Project, the Fund Structures Report, the History of AREF and also worked on the Open Ended Fund Pricing Project, in conjunction with INREV.

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