For the second year in a row, the Charities Property Fund was the winner of the Charity Times Boutique Investment Management Award. The award, which was presented on the same night CPF won the AREF Outstanding Fund Achievement Award, recognises excellence in the professional services offered to the charity sector, showing evidence of real quantifiable investment returns, especially within the last 12 months, but also within a wider timeframe context.
CPF prioritises ethical considerations, ensuring that investments align with the Fund’s and investors’ values. CPF has outperformed the MSCI/AREF Open Ended Property Funds Index for 17 of the last 18 individual years. The impressive returns have been achieved despite having a lower risk profile as evidenced through much longer leases and a lower vacancy rate than its peers. CPF also proves that investing ethically does not compromise performance. On a risk adjusted basis over the past five, seven, ten and fifteen year time periods, the Fund has outperformed the other principal specialist charity property funds.
CPF was able to demonstrate a real understanding of the investment needs of charities, with which we work.
