We are delighted to share our recent report, designed to keep our stakeholders informed and up to date with our Impact Affordable Housing portfolio.
The objective of this portfolio is to:
Deliver stable, secured inflation-linked investment returns by investing in housing assets which benefit residents and local communities within the UK.
This report shares some key metrics to evidence how the portfolio is doing against its objective, as well as some case studies which bring our approach to life.
The investment case for affordable housing in the UK is clear, with demand far greater than supply, and thousands of families on local authority waiting lists. Affordable housing provides us with inflation-linked income with the potential for long-term capital appreciation - a perfect match for a long-term open pension scheme such as Wiltshire Pension Fund. Affordable housing also provides very positive benefits to those on lower or median incomes, priced out of home ownership in the less secure private rental sector.
We believe that the positive impacts delivered by investing in affordable housing are completely integral to the investment case.
We hope that you enjoy the report!
2024 Affordable Housing Report (PDF) [871KB] (opens new window)
Visit our Investing with Impact page to view our interactive map and learn about our portfolio in more detail!
What is impact investment?
"These are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return."
As defined by the Global Impact Investment Network (GIIN).
What is Affordable Housing?
There is no one universal definition for affordable housing, but in broad terms it refers to housing where the rent or cost is at least 20% lower than market rate.
Conclusions
This report demonstrates that our UK affordable housing portfolio is delivering against its objectives, and we can see that our managers are delivering positive impacts for both people and the planet. On our site visits to some of our affordable housing investments, we have been privileged to see this positive impact in action. We will continue to monitor and report on our progress in this area.
Thank you to our investment managers for supporting our enquiries in writing this report!
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