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

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