Reliable returns from sustainable assets: Infrastructure and the path to Net Zero

Designed to invest predominantly in a diversified portfolio of UK Real Estate Investment Trusts (REITs), the VT Gravis UK Listed Property (PAIF) Fund will mark its 5th anniversary on 31st October 2024.

The Fund’s investments are set to benefit from four socio-economic mega trends: the ageing population, digitalisation, generation rent, and urbanisation.

Since launch, the Fund has returned 2.55%, outperforming the UK Real Estate Index which has fallen by 11.40%*. Over the five years, the Fund has also produced a reliable and growing income: the current trailing 12-month dividend yield is 4.61% and, since inception, the Fund has grown its dividend by 6.7% per annum, exceeding inflation, which has annualised at 5.5%**.

Why now is the time to invest in UK REITs

Matthew Norris, manager of the VT Gravis UK Listed Property (PAIF) Fund, will be hosting a webinar on Wednesday 13th November at 11am to discuss the following factors and their impact on UK REIT sector: interest rates; the economy; property values; supply and demand; rental growth and the regulatory landscape.

UK REITs poised for significant re-rating

The UK Real Estate Investment Trust sector could be poised for substantial growth in the coming months. A combination of six favourable economic and market dynamics are creating an optimal environment, and the sector could be on the cusp of a long overdue re-rating.

Three reasons to go active for next generation property

When it comes to buying or renting property, location has always mattered. But it’s not the only consideration. In modern society, there are other equally crucial factors and, if you want to secure reliable income for the long term, you have to choose your investments carefully.

Property: the asset class and the opportunity

In this IFA Talks podcast, Matthew Norris discusses the UK commercial property sector and how to get exposure to liquid, quality, next generation real estate assets.

Contact

Cameron Gardner

Head of Distribution

E: cameron.gardner@graviscapital.com

*Source: Gravis, total returns, A Acc GBP share class, 31 October 2019 to 30 September 2024, compared with the MSCI UK IMI Core Real Estate Net Total Return GBP.

** Source: Valu-Trac, Gravis, A Acc GBP share class. Trailing 12-month dividends 30 September 2024 compared to 31 October 2019.

Important information

This email has been prepared by Gravis Advisory Limited (“the Investment Manager”) and is for information purposes only. It is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Any recipients outside the UK should inform themselves of and observe any applicable legal or regulatory requirements in their jurisdiction.

This email and its contents should not be considered as a recommendation, invitation or inducement that any investor should subscribe for, dispose of or purchase any securities or enter into any other transaction with the VT Gravis Real Assets ICVC, or any other Fund affiliated with the Investment Manager.  The merits and suitability of any investment action in relation to securities should be considered carefully and involve, among other things, an assessment of the legal, tax, accounting, regulatory, financial, credit and other related aspects of such securities.

Although high standards have been used in the preparation of the information, analysis, views and projections presented, no responsibility or liability whatsoever can be accepted by the Investment Manager for any errors, omissions, misstatements, loss or damage resultant from any use of, reliance on, or reference to the contents. The views and opinions contained herein may not necessarily represent views expressed or reflected in other Gravis communications, strategies or funds and are subject to change.

The VT Gravis UK Listed Property (PAIF) Fund is a UK Non-UCITS Retail Scheme (NURS) Open Ended Investment Company (OEIC) with Property Authorised Investment Fund (PAIF) status.

Past performance is no guarantee of future performance.

Gravis Advisory Limited (Registered Number: 09910124) is authorised and regulated by the Financial Conduct Authority. Gravis Advisory Limited’s principal place of business is: 24 Savile Row, London, W1S 2ES.