Aviva Investors Launches £1.5bn Property LTAF

The Aviva Investors Real Estate Active LTAF (REALTAF) consists of an initial £1.5bn portfolio of selected direct real estate assets seeded by Aviva UK Life with-profits funds.

According to Aviva Investors, this will offer easier access to real assets investments, while better matching the liquidity of the underlying assets with that of the fund.

The fund will be managed by Tim Russell, senior fund manager at Aviva Investors.

Schroders Capital unveils UK's first LTAF

Aviva Investors' entrance to the LTAF market follows hot on the heels of Schroders Capital, the private markets investment division of Schroders, which launched the UK's first long-term asset fund at the end of March, the Schroders Capital Climate+ LTAF, designed to help UK defined contribution pension funds support the net zero transition.  

Featuring a long-term absolute return target, REALTAF will adopt a strategy complementing Aviva Investors' ‘active equity' approach to real estate equity.

It will invest in high-conviction locations and emerging themes it strongly believes are well-placed to deliver long-term value, including sustainability.

REALTAF has been created under the belief that real estate assets incorporating sustainability considerations will outperform those that do not adequately price-in material risks from sustainability-related obsolescence. 

As part of the ongoing management of REALTAF, Aviva Investors will regularly review ongoing carbon emissions generated by buildings across the fund to help inform asset allocation decisions and drive investment performance.

Alongside this, net zero audits will be conducted to understand each building's current net zero alignment, its transition potential and the solutions available, forming a decarbonisation strategy for each individual asset. 

Aviva Investors will also undertake social value audits to assess the social needs of areas immediately surrounding each building in the portfolio, along with the contribution these assets make to surrounding communities. 

LTAF or having a laugh?

Daniel McHugh, chief investment officer for real assets at Aviva Investors, said the launch represents "the largest LTAF on offer today for wealth and institutional investors, and one we want to make the go-to fund of choice for investment in real assets". 

"We are also pleased to have the backing of Aviva UK Life in creating a fund which we believe represents the future of real assets investing," he added.

"Not only does this demonstrate our ability to innovate and provide new products to meet the evolving demands of the market, it also shows the confidence we have to consistently originate assets, at scale, whilst matching investors' underlying liquidity requirements."

The fund will be available to a broad range of institutional and professional investors, including defined contribution pension funds, master trusts and local government pension funds.

McHugh added: "Until now, a significant portion of the UK's wealth and pension market, particularly defined contribution schemes, have not been able to allocate to real assets, and certainly not to the extent they would like. 

"We firmly believe the LTAF regime will have significant benefits for retirement portfolios, helping to improve long-term investment outcomes for our clients and, ultimately, individuals saving for their retirement."

RECENT NEWS

The Penny Drops: Understanding The Complex World Of Small Stock Machinations

Micro-cap stocks, often overlooked by mainstream investors, have recently garnered significant attention due to rising c... Read more

Current Economic Indicators And Consumer Behavior

Consumer spending is a crucial driver of economic growth, accounting for a significant portion of the US GDP. Recently, ... Read more

Skepticism Surrounds Trump's Dollar Devaluation Proposal

Investors and analysts remain skeptical of former President Trump's dollar devaluation plan, citing tax cuts and tariffs... Read more

Financial Markets In Flux After Biden's Exit From Presidential Race

Re-evaluation of ‘Trump trades’ leads to market volatility and strategic shifts.The unexpected withdrawal of Joe Bid... Read more

British Pound Poised For Continued Gains As Wall Street Banks Increase Bets

The British pound is poised for continued gains, with Wall Street banks increasing their bets on sterling's strength. Th... Read more

China's PBoC Cuts Short-Term Rates To Stimulate Economy

In a move to support economic growth, the People's Bank of China (PBoC) has cut its main short-term policy rate for the ... Read more