Track Record

Fund Set Up Date Total Return Annual Return IRR
Clipstone 1 12/03/2009 49.6% 41.8% 42.1%
Clipstone 2 15/07/2009 113.4% 25.0% 20.7%
Clipstone 3 29/10/2009 56.5% 13.3% 13.3%
Clipstone 4 14/10/2009 61.1% 14.3% 15.4%
Clipstone 5 21/05/2010 66.9% 14.6% 13.6%
Clipstone 6 24/05/2011 100.2% 28.1% 23.4%
Clipstone 7 12/06/2012 64.3% 25.6% 23.8%
Clipstone 8 18/02/2013 48.5% 26.5% 25.3%
Clipstone 9 24/06/2013 33.9% 22.9% 21.8%
Clipstone Industrial Unit Trust 28/07/2011 97.0% 16.4% 16.9%
Clipstone Logistics REIT plc 17/12/2014 36.9% 14.5% 13.2%

Notes

1. Clipstone fund performance has been enhanced by gearing.
2. All returns are net of management fees, performance fees and running costs.
3. The properties in red have all been sold, and returns are based on cash returned to investors.
4. Where the fund vehicle is a UK limited company the returns have been adjusted for Corporation Tax.
5. Clipstone Industrial Unit Trust is based on unaudited management accounts to 30 June 2017 and a valuation at that date by Colliers. Total return is calculated as NAV growth added to distributions paid for the initial investors (who participated at £1 per unit on launch in 2011). Investors who participated later (and at different prices) will have a different return.
6. Clipstone Logistics REIT plc is based on unaudited management accounts to 30 June 2017 and a valuation at that date by Colliers. Total return is calculated as NAV growth added to dividends paid. NAV was 98 pence per share on Admission.

 





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