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Aviva Investors launch Social Housing Fund – REaLM

28/07/2011 09:00

28 July 2011

(London): Aviva Investors today announced the launch of four new real estate funds designed with the aim of addressing the current under-funding issues being experienced by UK pension schemes.   The four funds form part of the Return Enhancing and Liability Matching (REaLM®) strategy that aim to hedge against inflation risks and generate returns in excess of liabilities.

The four funds, Aviva Investors Ground Rent Fund, Aviva Investors Student Assets Fund, Aviva Investors Social Housing Fund and the Aviva Investors Commercial Assets Fund, will invest directly into ground rent, student assets, social housing and commercial assets within the UK.

The Social Housing Fund aims to generate long-term returns of index-linked gilts plus 150 basis points net of all fees and expenses and the other funds will aim to generate long-term returns of index-linked gilts plus 200 basis points, net of all fees and expenses.   The funds are open ended and investors will benefit from long-term (25 years plus) income streams, high levels of income security, inflation protection and high asset diversification as the funds grow.

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