UK property fund returns hit their lowest level in 11 years during the quarter to the end of March, according to the MSCI/AREF UK Quarterly Property Fund Index.
According
to the MSCI/AREF UK Quarterly Property Fund Index, returns stood at just 1.8%,
the lowest quarterly level since June 2009.
Among
fund types, specialist property underperformed for the quarter (-6.3%), driven
by a higher allocation to retail properties and higher gearing levels compared
to balanced funds.
Within
the retail sector, specialist funds had a 22% allocation to shopping centres
versus 2% of balanced funds. Long income funds, the best-performing fund type,
had both the lowest retail allocation and gearing levels.
This
index measures net property fund returns and tracks the performance of 46 UK
pooled property funds, with a net asset value of GBP 50.8 billion as at March
2020.
The
contributors to the data include Aberdeen Standard Investments, Aviva
Investors, BlackRock, British Land, Canada Life Investments, CBRE Global
Investors, Fidelity Fund Management and Grosvenor Investment Management.