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• ANREV’s All Funds Index returned 1.80% in Q4 2022, up from 0.22% in Q3 2022.
• Value added funds outperformed core and opportunity funds with returns of 4.51% versus 1.50% and 2.68% respectively.
Data contributions were received from 75 funds with a total gross asset value of US$144.5 billion. Further detail of the sub-indices which cover fund style and various geographies can be found in the full report.
We would like to thank all the companies that supported the data collection exercise and look forward to your continued support in the next round of data collection.
If you have any questions about the ANREV Index or want to take part in this industry-led initiative, please contact Daisy Huang or Justin Wong.
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The ANREV Australia Core Open End Fund Monthly Index (ACOE) saw a total return of 0.32% in February 2023. The ACOE includes 18 funds with a total GAV of AUD 125.65 billion.
The ACOE Index also reports data on geographic allocation by sector.
Please contact Daisy Huang, Justin Wong, or Donald Lam if you have any questions regarding the Index.
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The ANREV Australia Farmland Index provides financial performance of 59 different properties of market value over AUD 1.78 billion in farmland.
ANREV Australia Farmland Index returned 9.61% on a 12-month rolling basis in Q4 2022.
On an annualized rolling return basis, the income return was at 3.25% in Q4 2022.
Capital growth was at 6.20% in Q4 2022 on a 12 month rolling basis.
We would like to thank all the managers for their data contribution.
If you have any questions about the Index, please contact Daisy Huang, Justin Wong or Donald Lam.
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The Q4 2022 ANREV ODCE Fund Index - Open End Diversified Core Equity (ODCE) results were released on 1 March 2023 and showed a total net return of 8.35% for 8 funds.
Please provide feedback and comments to Justin Wong or Amélie Delaunay.
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ANREV, INREV and NCREIF are pleased to present a series of quarterly snapshots on what’s happening in the global real estate investment market.
In this short two-page snapshot, the Global Research Committee will share their views and paint a picture of the global landscape drawing on data and insights from recent global indices and global surveys, conducted by all three associations.
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The ANREV Australia Core Open End Fund Monthly Index (ACOE) saw a total return of 0.23% in January 2023. The ACOE includes 19 funds with a total GAV of AUD 133.96 billion.
The ACOE Index also reports data on geographic allocation by sector.
Please contact Daisy Huang, Justin Wong, or Donald Lam if you have any questions regarding the Index.
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The fourteenth gross return report shows a 3-month total gross return of 0.52% for the period between October and December 2022.
The gross return report is a supplementary report to the ANREV Australia Core Open End Fund Monthly Index (ACOE) published one month after every quarter showing aggregated gross returns of the 19 ACOE funds.Please contact Daisy Huang, Justin Wong, or Donald Lam if you have any questions regarding the Index.
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ANREV has launched the twelfth release of the ANREV ODCE Asset Level Performance Consultation Report.
The ANREV Asset Level Performance Report is not an index as the coverage is limited to assets held by 8 funds with a pan Asia core open end strategy.
The ANREV Asset Level Performance Report results are based on asset level data that is provided to ANREV directly from managers. Data collection starts immediately after a quarter has ended for a period of up to 6 weeks after quarter end.
Please provide feedback and comments to Amélie Delaunay or Daisy Huang.
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The twelfth consultation release of the Global IRR Index includes 343 funds with non-core strategies, comprising of 301 value added and 42 opportunity funds.
Key highlights:
- This Global IRR Index release features 73 Asia Pacific, 118 European and 152 US funds
- Funds with a first closing in 2020 recorded an average equally weighted IRR of 16.8% in Q3 2022
- Multi country funds show an average interquartile range of 9.6%, versus the single country equivalent of 11.7%
- The best performing vintage group for US funds is 2008-2010 with an average IRR of 18.7%. For both Asian Pacific and European funds it is 2011-2013, with average IRRs of 16.2% and 11.8%, respectively