reports
- James Carthew
- Matthew Read
Resilient income in uncertain times
Standard Life Investments Property Income Trust’s (SLI’s) portfolio has performed strongly over the past year, posting a net asset value (NAV) total return of 30.7%. It is reaping the rewards of its manager pivoting the portfolio’s focus onto the well-performing industrial and logistics sector many years ago (it now makes up 55% of the portfolio). This has allowed the manager to sell assets for substantial profits in a buoyant investment market for industrial assets; focusing on properties that ...
- James Carthew
- Matthew Read
Resilient income in uncertain times
Standard Life Investments Property Income Trust’s (SLI’s) portfolio has performed strongly over the past year, posting a NAV total return of 30.7%. It is reaping the rewards of its manager pivoting to the industrial and logistics sector many years ago (it now makes up 55% of the portfolio). This has allowed the manager to crystallise profits in a buoyant investment market for industrial assets; selling property that it believes does not fit future occupier needs – specifically, on sustainability...
- James Carthew
- Matthew Read
- Richard Williams
Standard Life Investments Property Income Trust
Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in higher-yielding, secondary assets have made way for newer, quality assets that the manager believes will meet future occ...
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