Threadneedle Property Unit Trust

Fund Objective & Policy

The objective of the Fund is to provide indirect investment exposure to a diversified portfolio of property assets in the United Kingdom. Unitholders have a right to the income of the Fund, which is allocated monthly and paid at the end of each quarter. As Investment Advisor to the Fund, Columbia Threadneedle Investments follows a longstanding consistent investment approach to deliver long term outperformance against the Fund’s MSCI/AREF UK All Balanced Property Fund Index benchmark.

We strive to be responsible stewards of our clients capital and the fund is managed in accordance with our longstanding ESG principles. We believe investing responsibly is complementary to our funds’ financial objectives, and our active management bias provides the best potential to deliver positive environmental and social impact alongside financial performance.

Key Facts

Structure
Jersey Property Unit Trust
Approach
Core
Dealing
Monthly
Asset Exposure
Property, cash, indirect
Launch Date
March 1999
Lead Portfolio Manager
James Coke

Investment Philosophy

Graph showing investment approach process

Literature

PDF

TPUT Quarterly Report – Q4 2021

PDF

TPUT Quarterly Report – Q3 2021

PDF

TPUT Quarterly Report – Q2 2021

PDF

TPUT Quarterly Report – Q1 2021

TPUT Annual Investor Presentation

The following videos are extracts from the Annual Investor Presentation with data to 31 March 2022

TPUT Fund Update

Investing Responsibly: UK Real Estate and TPUT Update

Delivering Sustainable Outcomes: TPUT Panel Discussion

Fund Manager

James Coke
Fund Manager and Co-Head of Institutional UK Real Estate

Insights

14 March 2022

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Read time - 3 min
15 December 2021

James Coke

Fund Manager and Co-Head of Institutional UK Real Estate

UK Real Estate: how to follow a record 2021?

James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum
Read time - 3 min
25 August 2021

Net Zero Strategy and pathway

The following Strategy and Pathway, has been developed in line with the Better Buildings Partnership’s Net Zero Carbon Pathway Framework. It provides the overarching scope of our commitment to a net zero target of 2050 for our UK Real Estate portfolio, and will be supported by fund-level frameworks providing individual targets, commitments and pathways for each of our funds
Read time - 15 min

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About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Investment options

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Responsible Business

As a leading global asset management group, Columbia Threadneedle Investments aims to deliver positive outcomes that meet the needs of our stakeholders and we commit to always act responsibly, transparently and in the best interests of those who trust us to manage their investments.