ESG

CPF Sustainability Document

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ESG & Responsible Investment

ESG is embedded in our business objectives and core to the Fund. The Charities Property Fund understands the importance of considering environmental, social and governance aspects in its investment and management decisions, and recognises that doing so may help protect and maximise returns. The above CPF Sustainability document outlines the Fund's ethical policy and objectives.

Savills Investment Management (SIM) has had a Responsible Investment policy in place since 2010, which is regularly reviewed and updated by internal parties and third party sustainability consultants to ensure it remains in line with best business practice and guidance. We publish our full policy to stakeholders and the general public on our website, illustrating our commitment to transparency and accountability in our responsible investment intentions.

Savills Investment Management became a signatory of the UN PRI (UN Principles for Responsible Investment) in October 2014. We have consistently increased our score since 2014, and recently received an A+ grade for Strategy and Governance. The PRI assessment methodology and our 2019 Transparency report is available to download from the Savills IM website (http://www.savillsim.com/responsible-investment/).

Savills IM Sustainability Occupier Guide & Tenant Fit Out Guide

Savills IM is working to reduce the negative impacts of the buildings we are responsible for and positively contribute to improved social and natural environments. Savills IM has day to day responsibility for key aspects of the buildings our tenants occupy. The following guides provide tenants with ideas to integrate sustainability practices benefitting their business, employees and the environment.

Savills IM Sustainable Occupier Guide

Savills IM Energy Efficiency Quick Wins Tenant Guide

Savills IM Tenant Fit Out Guide

Reporting

SSH Impact Report

The Charities Property Fund ("CPF") has commissioned an impact report on its Specialised Supported Housing Portfolio, prepared by The Good Economy Partnership Limited ("The Good Economy" or "TGE"), a specialist advisory firm with expertise in impact measurement and management.

In March 2022, Savills IM expanded the CPF portfolio to include Specialised Supported Housing (SSH). This report combines quantitative data analysis with insights from in-depth interviews with Savills IM's management and staff, partner housing associations, care providers, developers, and survey responses from a sample of residents.

Click here to read - Specialised Supported Housing Impact Report

Global Real Estate Sustainability Benchmark (GRESB)

CPF has participated in the Global Real Estate Sustainability Benchmark (GRESB) since 2013. GRESB in an internationally recognised sector-specific and leading benchmark, with growing coverage and influence. We are pleased to report our GRESB score has increased from 22 in 2013 to 75 in 2023.

Building Research Establishment Environmental Assessment Method (BREEAM)

We continue to buy sustainable buildings for example the Ilkley office we acquired in 2018 was built to a BREEAM rating of ‘Very Good’ and an EPC rating of ‘A’. There are approximately 300 PV panels situated in the roof with LED lighting throughout and it benefits from two EV charging points in the car park. Further BREEAM accredited buildings within the portfolio are listed below:

Ilkley Bury St Edmunds

Rating		Sector	Asset
Excellent	BREEAM	Office	122 Back Church Lane, Whitechapel, London, E1 1ND
Excellent	BREEAM	Industrial	Liverpool – Amazon unit, Hornhouse Lane, Knowsley, L33 7XL
Excellent	BREEAM	Industrial	Unipart, Bury St Edmunds
Excellent	BREEAM	Industrial	Dawson Road - Milton Keynes, MK1 1LH
Very Good	BREEAM	Hotel	Travelodge, Newmarket Road, Cambridge, CB5 8HE
Very Good	BREEAM	Office	Paulton House, 8 Shepherdess Walk, London, N1 7LB
Very Good	BREEAM	Office	Thames House, One Bell St, Maidenhead, SL6 1BU
Very Good	BREEAM	Office	BP, M&S Leeds Road, Harrogate, HG3 1EP
Very Good	BREEAM	Industrial	Speedy Hire, Trident Park, Normanton, WF6 1TN
Very Good	BREEAM	Industrial	Kelling, Trident Park, Normanton, WF6 1GX
Very Good	BREEAM	Industrial	PNS - Normanton
Very Good	BREEAM	Office	Mayfield House, Lower Railway Road, Ilkley, LS29 8JB
Very Good	BREEAM	Other	Workshop & Victoria Building, Langston Road, Loughton, Chigwell, IG10 3TH
Good	BREEAM	Hotel	Lifeboat Quay, Poole
Good	BREEAM	Hotel	5-10 Westgate Buildings, Bath
Good	BREEAM	Retail	Brocklebank Retail Park, London
Good	BREEAM	Hotel	Jury's Inn, Brighton
Good	BREEAM	Office	International House, Brighton

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This website ("Site") is made available by Savills Investment Management (UK) Limited, a private limited company authorised and regulated by the Financial Conduct Authority (FCA) of the United Kingdom under firm reference number 193863, registration number 3680998 (England), and having its registered office at 33 Margaret Street, London W1G 0JD (the "Manager").

The Charities Property Fund (the "Fund") is a Common Investment Fund which is an open-ended investment vehicle, similar to unit trusts, but designed specifically for charities and established under Section 24 of the Charities Act 1993 (now Section 96 of the Charities Act 2011). This Fund is categorised as a non-mainstream pooled investment and cannot be marketed to the general public. Units in this Fund are available only to such charities that may be lawfully promoted to under COBS 4.12B.7R(5) (Exemption 2) of the FCA Handbook (Enterprise and charitable funds) and this Site must not be used by any other person.

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Charity Trustees must from time to time review the investments of the charity and consider whether, having regard to the investment criteria (set out in paragraph 2 below) imposed by charity law, the investments are appropriate or should be varied.
The investment criteria are: the suitability to the charity of investments of the same kind as any particular investment proposed to be made or retained of that particular investment as an investment of that kind; and the need for diversification of investments of the charity; in so far as is appropriate to the circumstances of the charity.
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