A new strategy to align the real benefits of property with the needs of long-term savers. It aims to deliver better risk adjusted liability focused returns, with inflation-linked cashflow and income growth central to strategy.
The Fund aims to redefine property as a real asset, by providing longer term inflation protection and capital preservation to better match the liabilities of investors.
The Fund has a total real return performance target; this aligns the objectives of the fund management team with the liabilities of pensions savers, far better than traditional core funds that simply adopt a relative return MSCIbenchmark. It will also access a wider UK investible universe of traditional and alternative sectors such as healthcare, leisure, car parks, social infrastructure and student housing, aiming to generate greater diversification and lower volatility.
In addition, constraints have been adopted to control risks beyond relative weightings to shops, offices and industrial. By seeking to optimise the benefits of property as a real asset the portfolio should provide better longer term inflation protection and capital preservation.
How will the AEW UK Real Return Fund be different?
The Fund will not chase the Peer Group (MSCI) benchmark relative returns, like many core funds.
The Fund will embrace all real estate sectors that reflect economic themes and offer inflation-like attributes.
The Fund is prohibited from taking traditional risks such as speculative development and leverage.
The Fund is not a long-lease or annuity-style fund
we know from experience that property is not a fixed income asset
strategy and property skills create sustainable income streams and preserve capital, not long leases
An FCA authorised, open ended, core-style property fund. PAIF QIS. Eligible investors: UK and Overseas Corporate Pension Funds, Local Authorities, Charities, SIPPS, UK and Overseas Corporates and Wealth Managers.
Please visitProperty Portfolioto view all the Properties.
Click here to access Real Return Fund Share price information
Income is allocated to investors quarterly and paid within two months of the end of the quarter during which they were earned
Sign up for email alerts and keep up to date with the latest company news and information
AEW UK Investment Management LLP (AEW UK). Registered in England and Wales, Registered No. OC367686 at 33 Jermyn Street, London SW1Y 6DN. Authorised and regulated in the UK by the Financial Conduct Authority, Registration No. 577962.
This website is operated by AEW UK. Please ensure you have read and accept all sections of the important information before accessing relevant sections of this website. By accessing this website you are deemed to have read and unconditionally accepted the terms and conditions for use as set out below.
Information on this website is directed at persons within the United Kingdom only. This website is not intended for use by persons who are outside the United Kingdom, in particular those in the United States. The information contained herein is not an invitation to subscribe for units or shares in any funds or products described.
Please note that the information contained in this website relates to products which are only available to professional investors and not by retail investors. The purpose of this website is to provide general information about AEW UK. Reliance should not be placed on the views and information on this site when taking investment and/or strategic decisions.
AEW UK use all reasonable skill and care in compiling and maintaining the information contained on this website. However no warranty is given, express or implied, as to the accuracy, reliability, timeliness or completeness of the information. No liability is assumed for any use, or misuse, of the information presented on this website. We take all reasonable steps to ensure the security of the website and your personal information however the nature of the internet is such that we cannot provide an absolute guarantee of security.
Nothing in this site should be construed as being personal financial advice. Should you have any queries about the suitability of any of the investments included on this website for your personal circumstances, you should contact your Financial Adviser. This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site.
Investment involves risks. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. Prospective investors should not construe the contents of this website as legal, tax, financial, investment, accounting or other advice or as a recommendation by AEW UK that any prospective investor should acquire any share or unit in any product. Prospective investors are expressly warned that they must carry out their own due diligence and should form their own assessment and take independent professional advice on the merits and risks of an investment in any product and the legal, regulatory, tax and investment consequences and risks of doing so on the basis of the documentation for the relevant product. You may not get back the amount originally invested. This material shall not be circulated or distributed to any person other than to any professional investors and should not be relied upon by any other persons or redistributed to retail public in relevant countries.
Some of the funds that may be referred to are Unregulated Collective Investment Schemes for the purposes of Section 238 of the Financial Services and Markets Act 2000. Accordingly, such information on this website is only being communicated to persons to whom it may lawfully be issued under The Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, The Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemption) Order 2001 and COBS 4.12 of the FCAs Conduct of Business Sourcebook.