
Steffan Francis
Fund Objective
The Fund aims to provide growing and secure income by investing in a diversified portfolio of UK commercial real estate.
The Fund’s objective is to deliver a secure long-term income stream by investing primarily in real estate with fixed or inflation-linked rental uplifts. Investment returns are optimised by combining systematic analysis of both tenant credit quality and real estate fundamentals.
Investment Approach
This Fund is aimed primarily at UK institutional investors. By investing in real estate, the Fund is positioned to generate predictable, secure and growing cash flows that can be used to meet predetermined long-term liabilities. The Fund provides a compelling and innovative alternative to traditional fixed income investments.
Security of investment returns will be achieved through maintaining an appropriate balance between tenant credit quality and the underlying real estate fundamentals (including vacant possession value), whilst income growth will be achieved by investing in assets with leases that incorporate regular rent reviews providing fixed or inflation-linked uplifts.

Steffan Francis