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VT Gravis UK Listed Property

Responsible Investment

The fund selects investments in real estate securities that benefit from and support four demographic and socio-economic mega trends:

  • Ageing population
  • Digitalisation
  • Generation rent
  • Urbanisation

Through investing in companies focused on these themes, the fund benefits society by providing key real estate.

Environmental, social, and governance fund considerations

Environmental

For an investment to be deemed suitable for the Fund, it must demonstrate a commitment to environmental improvements, through policy, management systems, or positive products.

55% of the underlying holdings within the portfolio are classified in the category of EPC A-B*, compared to 36.1% of non domestic properties in England and Wales**.

*Gravis Advisory Ltd analysis, based on December 2023 portfolio holdings with EPC ratings. 2023 uses latest available data for the portfolio holdings.
** Energy Performance Certificates for Buildings Register for England and Wales - Department for Levelling Up, Housing & Communities, December 2023.

Literature

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