Launched in 2000 the Charities Property Fund was the first Common Investment Fund available to all charities in the UK that invests directly in UK commercial property.
Many charities do not have sufficient funds to create a portfolio large enough to spread the risk of owning individual properties.
With a portfolio of over 90 properties, The Charities Property Fund has been specifically designed to meet the needs of charities, allowing them access to professional property investment and management while avoiding the time and expense of property administration.
Winner - 2025
Boutique Investment Manager of the Year
Charity Times
Winner - 2025
Outstanding Fund Achievement
AREF
Shortlist - 2024
Boutique Investment Manager of the Year
Charity Times
Shortlist - 2023
Outstanding Fund Achievement
AREF
Shortlist - 2023
Property Fund Manager of the Year
Property Week
Shortlist - 2019
Outstanding Fund Achievement
AREF
Winner - 2017
Fund of the Year (Core)
Europe Property Investor Awards
Shortlist - 2017
Boutique Investment Manager of the Year
Charity Times
Shortlist - 2016
Boutique Investment Manager of the Year
Charity Times
Shortlist - 2015
Boutique Investment Manager of the Year
Charity Times
Shortlist - 2014
Boutique Investment Manager of the Year
Charity Times
Winner - 2013
Reporting Transparency
AREF
The investment strategy of the Charities Property Fund is to build a diversified portfolio of properties that will produce a relatively high income to unit holders while maintaining capital values, at least in line with inflation.
This is achieved by purchasing a variety of properties in various locations around the country, representing different sub-sectors of the commercial property market.
In addition, the tenant mix is carefully controlled and the rent review and lease expiry profiles of each potential purchase are considered in detail.
The Charities Property Fund currently has a bias towards industrial, retail warehouses and alternatives compared with the market average and much lower weightings in standard high street shops and regional offices. This reflects not only the income requirements of the Fund but also our view of which sub-sectors will produce the best performance.
Fund Performance
The Fund continues to perform well against our investment objectives, producing consistently high and growing income as well as attractive capital growth. Historically, the Fund has had a less volatile performance compared to the average balanced property fund, due to its bias to income and absence of gearing. Performance is highlighted in the chart below:
2 % p.a
Outperformance over 3 years
1.0 % p.a
Outperformance over 5 years
1 % p.a
Outperformance over 10 years
| Period | The Charities Property Fund | MSCI/AREF UK All Balanced Open Ended Property Funds Index |
|---|---|---|
| 3 Months | 1.2 | 1.2 |
| 1 Year (per annum) |
7.2 | 6.8 |
| 3 Years (per annum) |
-1.0 | -2.4 |
| 5 Years (per annum) |
4.6 | 3.6 |
| 10 Years (per annum) |
4.8 | 3.8 |
| Since Launch (per annum) |
6.4 | 5.2 |