The trust aims to deliver an attractive income and long-term capital growth from a portfolio of UK commercial properties. There is a clear emphasis on the higher quality or ‘prime’ end of the property market and the portfolio is heavily biased towards Central London and the South East.
Containing over 30 individual properties from across a range of sectors including retail, industrial and office premises the portfolio is well diversified. Each property in the portfolio is actively managed by the team to ensure it generates the best returns for shareholders.
Properties valued in excess of £200 million:
London W1, St Christopher’s Place Estate
Properties valued between £70 million and £100 million:
Newbury, Newbury Retail Park
Solihull, Sears Retail Park
Properties valued between £50 million and £70 million:
Chorley, Unit 6 and 8 Revolution Park
Properties valued between £40 million and £50 million:
Winchester, Burma Road
Liverpool, Unit 1, G.Park
London SW19, Wimbledon Broadway
Birmingham, Unit 8 Hams Hall
Daventry, Site E4, DRIFT
Markham Vale, Orion 1 & 2
As at 31 March 2022
Top 10 Holdings by location
Find out more about our holdings
Please note – Since October 2019, and following conversion to a UK REIT, the majority of dividends are treated as Property Income Distributions and may be subject to withholding tax at source, depending on a shareholder’s circumstances, at the basic rate of UK income tax (currently at a rate of 20 per cent.).
How to invest
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