Matt Jarvis - Fund Manager CITYWIRE WEALTH MANAGER CONFERENCE AND AWARDS March 2013 Legal & General UK Property Trust This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private investors or any other persons.
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Matt Jarvis - Fund Manager
CITYWIRE WEALTH MANAGER CONFERENCE AND AWARDSMarch 2013
Legal & General UK Property Trust
This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied uponby private investors or any other persons.
March 2013 CITYWIRE WEALTH MANAGER CONFERENCE ANDAWARDS
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UK Commercial Property MarketOccupational markets and forecasts
For a choice of other images – pleasesee the Presentation divider slide
presentation available from the LGIMmenu
March 2013 CITYWIRE WEALTH MANAGER CONFERENCE ANDAWARDS
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Source: IPD UK Monthly Index
IPD All Property Return - 1 month
Capital values declining for secondary stock and short income
March 2013 CITYWIRE WEALTH MANAGER CONFERENCE ANDAWARDS
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KEY FACTS
Managing Director: Bill Hughes
Number of Funds: 18
AUM: £10.4bn (US$16.7bn)
Number of Properties: 430
Number of Tenants: c.2200
Total Staff: 81
Note: All information as at Dec 2010
£1,251
£648
£521
£2,292 £2,546
£2,494
Retail
Office
Industrial
Logistics
Other
Cash/Derivs/Unlisted
All Figures in £million
Scotland
3%
North
10%
East
10%
Midlands
11%
South East
29%
London
28%
West
9%
Legal & General Property
7
Entirely UK focussed businessSource: Legal & General Property
March 2013 CITYWIRE WEALTH MANAGER CONFERENCE ANDAWARDS
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• Legal & General Property has a strong and long-termcommitment to sustainability and adopting orinvesting in pioneering solutions. We believe thatthrough the adoption of sustainable practices, we willdeliver enhanced returns to our investors over themedium to long term.
• We are working in partnership with UpstreamStrategies, the UK Green Building Council and theBetter Buildings Partnership to formulate strategies,targets and action plans for the sustainablemanagement of all our property portfolios.
• We understand that each of our properties hassocial, economic and environmental effects on thecommunity in which it is built. We aim to understandthis triple bottom line of sustainability through trainingall staff in the fundamentals of Sustainability in RealEstate Investment.
Sustainability commitment
Source: Legal & General Property
March 2013 CITYWIRE WEALTH MANAGER CONFERENCE ANDAWARDS
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DisclaimerImportant information
This presentation, and any information it contains, has been produced for use by professional investors andfinancial advisers only and should not be distributed without the permission of Legal & General (Unit TrustManagers) Limited.
Legal & General UK Property Trust is an authorised unit trust, managed by Legal & General (Unit TrustManagers) Limited. Unit Trust funds are managed by Legal & General Property on behalf of internal andexternal clients of Legal & General.
The Fund is designed to be held for the medium to long term of at least five years.
The value of property is generally a matter of valuer’s opinion rather than fact. Details of the specific andgeneral risks associated with the fund mentioned are contained within the Key Investor Information Document.
The risks associated with the Fund are set out in the Prospectus and this should be understood before makingany investment decisions. Additional information in relation to the Risk Management process is available onrequest. A copy of the Prospectus can be obtained from: Legal & General (Unit Trust Managers) Limited.
The value of investments and any income from them can fall as well as rise and is not guaranteed andinvestors may get back less than they invest. The views expressed within this document are those of Legal &General Investment Management Limited, who may or may not have acted upon them. Past performance isnot a guide to future performance.
Issued by Legal & General (Unit Trust Managers) Limited. This document should not be taken as an invitationto deal in Legal & General investments or any of the stated investments.