ANREV, INREV and NCREIF present the seventh edition of the Global ODCE (Open End Diversified Core Equity) Fund Index, consisting of 49 funds with a combined total gross asset value of US$ 350.3 billion. 

Key highlights include: 

• The Q3 2024 Global ODCE Index reported a net total return of 1.99%, marking the first positive performance since Q2 2022. On a 1-year rolling annual basis the total return stands at -3.17%.

• All three regions recorded positive performance for the first time since Q1 2022.

• At 0.82%, the Q3 2024 accrual-based income return reached its highest level in four years.

 Please contact Amélie Delaunay, Daisy Huang or Eileen Chiu should you have any questions regarding the Index.

ANREV, INREV and NCREIF present the sixth edition of the Global ODCE (Open End Diversified Core Equity) Fund Consultation Index, consisting of 49 funds with a combined total gross asset value of US$ 349.7 billion. 

Key highlights include: 

• The Q2 2024 Global ODCE reported a net total return of -0.97%, marking the eighth consecutive quarter of negative performance. On a 1-year rolling annual basis the total return stands at -7.36%.
• Europe outperformed the other regions, posting the only positive returns with 0.19%, followed by the US with -0.66%, and -2.43% in Asia Pacific. All regions saw a quarter-on-quarter increase in performance.
• On a five-year annualized basis, the Global ODCE Index shows an aggregated total return of 1.49%. The US posted the highest annualized total return of 2.27%, followed by Asia Pacific with 1.83%, and 0.04% in Europe.
• At 0.77% in Q2, the accrual-based income return reached its highest level in three years. On a 1-year rolling annual basis, the income return stands at 3.05%.

 Please contact Amélie Delaunay, Daisy Huang or Eileen Chiu should you have any questions regarding the Index.

ANREV, INREV and NCREIF present the fifth edition of the Global ODCE (Open End Diversified Core Equity) Fund Consultation Index, consisting of 49 funds with a combined total gross asset value of US$ 355.8 billion. 

Key highlights include: 

• The Q1 2024 Global ODCE reported a net total return of -2.35%, marking the seventh consecutive quarter of negative performance. On a 1-year rolling annual basis the total return stands at -9.01%.
• Europe outperformed the other regions with a total return of -0.56%, followed by the US with -2.58%, and -3.90% in Asia Pacific. Other than Asia Pacific, all regions saw a quarter-on-quarter increase in performance.
• On a five-year annualized basis, the Global ODCE Index shows an aggregated total return of 1.94%. Asia Pacific posted the highest annualized total return of 2.73%, followed by the US with 2.56%, and 0.19% in Europe.

 Please contact Amélie Delaunay, Daisy Huang or Eileen Chiu should you have any questions regarding the Index.

ANREV, INREV and NCREIF present the fourth edition of the Global ODCE (Open End Diversified Core Equity) Fund Consultation Index, consisting of 49 funds with a combined total gross asset value of US$ 365.2 billion. 

Key highlights include: 

• The Q4 2023 Global ODCE reported a total return of -1.81%, marking the sixth consecutive quarter of negative performance. Asia Pacific outperformed the other regions with a total return of 3.83%, followed by Europe with -4.28%, and -5.00% in the US.
• On a five-year annualised basis, the Global ODCE Index shows an aggregated total return of 2.68%. Asia Pacific showed the highest annualized total return of 3.88%, the US posted 3.34%, while Europe delivered 0.52%.
• Other than Asia Pacific, all regions recorded a quarter-on-quarter decrease in performance.

 Please contact Amélie Delaunay, Daisy Huang or Eileen Chiu should you have any questions regarding the Index.

ANREV, INREV and NCREIF present the third edition of the Global Open End Diversified Core Equity Funds Index, consisting of 49 funds with a combined total gross asset value of US$ 376 billion. 

Key highlights include: 

• The Q3 2023 Global ODCE reported a total return of -2.43%, marking the fifth consecutive quarter of negative performance. The US outperformed the other regions with a total return of -2.10%, followed by Europe with -2.55%, and -2.64% in Asia Pacific.
• On a five-year annualised basis, the Global ODCE Index shows an aggregated total return of 3.35%. The US showed the highest annualized total return of 4.72%, Asia Pacific posted 3.40%, while Europe delivered 1.67%.
• Other than Europe, all regions recorded a quarter-on-quarter increase in performance.

 Please contact Amélie Delaunay, Daisy Huang or Eileen Chiu should you have any questions regarding the Index.

ANREV, INREV and NCREIF present the second edition of the Global Open End Diversified Core Equity Funds Index. The consultation release measures the net asset value quarterly performance, net of fees and other costs, with a near-term plan to report gross of fees performance.

Key highlights include: 

• The Q2 2023 Global ODCE total return slid to -2.72%, with negative performance across all the three global regions. Europe outperformed the other regions with -1.95%, compared to -2.88% in the US and -3.33% in Asia Pacific.
• On a five-year annualised basis, the Global ODCE Index shows an aggregated total return of 4.18%. The US showed the highest total return of 5.56%, Asia Pacific posted 4.14%, while Europe delivered 2.57%.
• All regions saw quarter-on-quarter declines in performance, but the US.

 Please contact Amélie Delaunay, Daisy Huang or Eileen Chiu if you have any questions regarding the Index.

ANREV, INREV and NCREIF are excited to launch the first Global Open End Diversified Core Equity Funds Index. The consultation release measures the net asset value quarterly performance, net of fees and other costs, with a near-term plan to report gross of fees performance.

Key highlights include: 

• The Q1 2023 total return was -1.9% with negative performance across all the three global regions. Asia Pacific delivered the strongest performance at -0.43%, followed by Europe on -1.89% and the US with a total return of -3.38%. 
• On a five-year annualised basis, the Global ODCE Index shows an aggregated total return of 4.89%. 
• The US outperformed the other two regions with a total return of 6.56%. Asia Pacific posted 4.89%, while Europe delivered 3.26%.

 Please contact Amélie Delaunay or Daisy Huang if you have any questions regarding the Index.