Regaining trust: Growth is likely to be limited by wary investors and high redemption requests

The Property Unit Trusts industry generates revenue primarily from the fees that industry operators charge for managing property portfolios, which are calculated as a percentage of net asset value. Firms also charge entry and exit fees when investors purchase or sell units, which are also included in industry revenue. Therefore, revenue is directly affected by changes in net asset value. The industry expanded during the first two years of the past five-year period as non-residential property prices trended upwards and rental yields increased. Fund flows into the industry also improved. These factors positively influenced net asset values and industry revenue...read more.

Industry Statistics & Market Size
Revenue
£574.3m
Annual Growth 14-19
2.3%
Forecast Growth 19-24
Profit
Employment
1,924
Businesses
56

Industry Threats & Opportunities

  • Industry revenue has recovered following a decline in the aftermath of the EU referendum
  • Fears caused by the EU referendum resulted in investors pulling funds from property unit trusts
  • Improving economic conditions, low interest and increasing businesses are likely to aid growth
  • Industry Report - Industry Products Chapter

    Property unit trusts hold diversified or specialised portfolios. Although some trusts target both retail and institutional investors, many specifically target either institutional or retail investors. Some property unit trusts narrow their target markets even further by catering to specific institutional investors, such as pension funds. These funds are very similar to real estate investment trusts (REIT). They differ from the REITs in that REITs have a close-ended share capital structure and are typically listed on a stock exchange. These open-ended property funds on the other hand have an open-ended share capital structure where units are traded directly through a fund manager. Due to the difference in capital structure, tax rules applicable to these two types of funds also differ...purchase to read more.

    Additional Insights for the Property Unit Trusts Industry

    IBISWorld identifies 250 Key Success Factors for a business.The most important for the Property Unit Trusts Industry are

  • Having a good reputation
  • Highly trained workforce
  • Having a clear market position
  • IBISWorld analysts also discuss how external factors such as Business confidence index and Gross national savings rate in the Property Unit Trusts industry impact industry performance..

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    What's in this report

    What is the Property Unit Trusts Industry?

    This industry comprises property unit trusts, which have an open-ended share capital structure where units can be bought and sold directly through the fund manager. Property unit trusts hold, maintain and manage property portfolios for investment purposes. Open-ended investment companies investing primarily in property are also included. Other types of unit trusts and open-ended investment companies are excluded from the industry. Real estate investment trusts are also not included.

    Industry Products
  • Diversified portfolios
  • Retail portfolios
  • Office portfolios
  • Industrial portfolios
  • Industry Activities
  • Fund management
  • Asset investment
  • Portfolio structuring
  • Table of Contents

    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources
    Industry Statistics Snapshot
    Industry Structure
    Executive Summary
    Executive Summary
    Key External Drivers
  • Business confidence index
  • Gross national savings rate
  • House price index
  • Total online expenditure

  • Current Performance
  • Investment returns
  • Fund flows dampen
  • Margins expand
  • Taxation system
  • Chart: Revenue Growth

  • Industry Outlook
  • Property values
  • Investor demand
  • Potential turbulence
  • Margins widen
  • Table: Property Unit Trusts Industry Revenue Outlook

  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Property Unit Trusts Industry Lifecycle vs The Economy

  • Supply Chains
    Key Buying Industries
  • Life Insurance
  • Pension Funding
  • Consumers

  • Key Selling Industries
  • Estate Agents
  • Financial and Insurance Activities
  • Legal Activities

  • Products & Services
  • Diversified portfolios
  • Retail portfolios
  • Office portfolios
  • Industrial portfolios
  • Other
  • Chart: Property Unit Trusts Industry Products and Services Segmentation

  • Demand Determinants
    Major Markets
  • Pooled nominees
  • Individual investors
  • Other
  • Chart: Major Market Segmentation for the Property Unit Trusts Industry

  • International Trade
    Business Locations
    Chart: Business Locations by State
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
    ProfitWagesPurchasesOther
  • Chart: Cost Structure Benchmarking – Sector vs Property Unit Trusts

  • Basis of Competition
    Internal competitionExternal competition
    Barriers to Entry
  • Table: Barrier to Entry Checklist for the Property Unit Trusts Industry

  • Industry Globalization
    Standard Life Investments Ltd, M&G Real Estate Limited,
  • Table: Standard Life Investments Ltd - financial performance
  • Table: M&G Real Estate Limited - financial performance

  • Capital Intensity
  • Chart: Level of Capital Intensity for the Property Unit Trusts Industry
  • Chart: Tools of the Trade: Growth Strategies for Success

  • Technology & Systems
    Revenue Volatility
  • Chart: Volatility vs Industry Growth

  • Regulation & Policy
    Industry Assistance
    Table: Industry Data for the Property Unit Trusts Industry
    Includes:
  • Industry Revenue (2010-2024)
  • Industry Gross Product (2010-2024)
  • Establishments (2010-2024)
  • Businesses (2010-2024)
  • Employment (2010-2024)
  • Wages (2010-2024)

  • Table: Annual Percentage Change for Key Industry Data
    Table: Key Ratios for Industry Key Data
    Closed-Ended Fund
  • Collective investment schemes where all the shares the fund issues are issued at the outset. Any subsequent trading of the shares occurs between investors.
  • Net Asset Value
  • The value of a trust's assets less the value of its liabilities.
  • Open-Ended Fund
  • Collective investment schemes where shares can be issued and redeemed at any time through investors buying or selling shares directly from the fund.
  • What Our Customers Say

    Why buy this report?

    IBISWorld’s Property Unit Trusts market research report offers insightful industry analysis and research into the market at the national level. IBISWorld’s in-depth industry market research is presented in a logical and consistent format. The industry report contains key industry statistics, market size, industry trends, and growth and profit forecasts for a 5-year outlook period.

    IBISWorld industry market research reports enable you to:
    • Find out about key industry trends
    • Identify threats and opportunities
    • Inform your decisions for marketing, strategy and planning
    • Quickly build competitive intelligence
    This report on Property Unit Trusts:
    • Provides Market Size information to assist with planning and strategic decisions.
    • Includes the necessary information to perform SWOT, PEST and STEER analysis.
    • Helps you understand market dynamics to give you a deeper understanding industry competition and the supply chain.
    • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.
    The Property Unit Trusts market research report includes:
    • Historical data and analysis for the key drivers of this industry
    • A five-year forecast of the market and noted trends
    • Detailed research and segmentation for the main products and markets
    • An assessment of the competitive landscape and market shares for major companies
    • And of course, much more

    IBISWorld reports on thousands of industries around the world. Our clients rely on our information and data to stay up-to-date on industry trends across all industries. With this IBISWorld Industry Research Report on Property Unit Trusts, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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