IPD France Annual Property Index
Transcription
IPD France Annual Property Index
IPD France Annual Property Index Results for the year to 31 December 2015 The IPD France Annual Property Index measures ungeared total returns to directly held standing property investments from one open market valuation to the next and for 2015 returned 9.0% IPD France Annual Property Index Total return index Dec 2014 Total return index Dec 2015 Total return % Income return % Capital growth % Annualised total return % Dec 1997 = 100 Dec 1997 = 100 1 yr 1 yr 1 yr 3 yr 5 yr 10 yr All Property 442.1 481.9 9.0 4.9 3.9 6.8 7.0 8.0 Retail 791.9 870.3 9.9 5.2 4.5 8.2 8.4 9.8 Office 439.7 480.4 9.2 5.1 4.0 6.7 6.6 7.6 Industrial 399.0 457.0 14.6 7.1 7.0 8.6 7.2 6.8 Residential 369.5 383.3 3.7 2.7 1.0 3.9 5.9 7.4 Other 465.3 513.6 10.4 6.1 4.1 7.4 8.7 9.4 Equities 249.8 280.4 12.3 - - 12.4 8.3 4.1 Property Equities 670.7 764.5 14.0 - - 13.2 13.0 11.6 Bonds 295.1 297.3 0.7 - - 5.1 6.9 5.7 Inflation 131.0 131.4 0.3 - - 0.4 1.1 1.4 IPD France OPCI RFA Index 139.2 156.1 12.2 - - 7.4 7.0 - Comparative data Data sources: MSCI, JP Morgan GBI 7-10, INSEE, IPD France Institutional OPCI (based in December 2009) IPD France Annual Property Database profile Capital Value (€m) All Property Capital Value (%) Number of properties Number of Funds 106,088.6 100.0 5,619 120 Retail 22,633.1 21.3 1,735 75 Office 54,882.6 51.7 2,148 84 6,481.0 6.1 475 44 13,778.2 13.0 793 25 8,313.6 7.8 468 46 Industrial Residential Other The figures above represent the full coverage of the IPD France Annual Property database as at December 2015. The IPD France Annual Property Index employs only fully revalued assets from that database. Sponsors Contributors AEW Europe,AEW Europe SGP,Agrica,AG2R La Mondiale,Alecta Investment Management,Allianz Real Estate France,Altarea Cogedim,Amundi Immobilier,Aviva Investors Real Estate France,AXA Real Estate / AXA Assurances,BNP Paribas REIM,BNP Paribas REIS,Caisse Centrale de Réassurance,Caisse des Dépôts,Cardif Assurance Vie,Ciloger,CNP Assurances,Cofinimmo,Covea Asset Management,Fonds de Garantie,Fructifoncier,Gecina,Generali Immobilier,Grosvenor,Groupama Immobilier,Hammerson,Icade Santé,La Française AM,LaSalle Investment Management,Mercialys,NAMI AEW Europe,Perial,Predica,Primonial REIM,Prologis,Régime Social des Indépendants,Segro,SMABTP,Swisslife REIM,Weinberg Capital Partners Disclaimer ©MSCI. All rights reserved. The information contained herein may not be reproduced or redistributed without MSCI¶s prior approval. It may not be used as a benchmark for portfolio or manager performance. It may not be used as a basis for financial products, or in connection with investment vehicles, or to create any derivative works. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The information is provided ³as is´TO THE MAXIMUM EXTENT PERMITTED BY LAW, MSCI Inc. and its subsidiaries make no express or implied warranties or representations and shall have no liability whatsoever with respect to the Information. Contacts General enquiries: [email protected] www.msci.com