Top five occupiers Occupier
Contracted rent (£m)
%of total contracted rent
Public sector
2.1 1.6 1.2 1.2 1.2 7.3
5.0 3.9 3.0 2.8 2.8 17.5
Whistl UK Limited
Industrial weighting 53% South East
B&Q Plc
The RandomHouse Group Limited
Snorkel Europe Limited
Total
Top five assets Assets
40% 13%
Property type
Capital value (£m)
Rest of UK
Parkbury Industrial Estate, Radlett, Herts. River Way Industrial Estate, Harlow, Essex Angel Gate, City Road, London EC1 Stanford Building, Long Acre, London WC2
Industrial Industrial
>60
50-60 30-40 30-40 20-30
Read more on pages 38–39
Office Office
Datapoint, Cody Road, London E16
Industrial
Outperformance track record Total property return (%) (Picton vs MSCI)
Office weighting 36% South East
15.0
Picton All Property MSCI UK Quarterly Property Index
0.0 5.0 10.0
(15.0) (10.0) (5.0)
16% 11%
Rest of UK
9%
City and West End
Read more on pages 40–41
Indexed total property returns (Picton vs MSCI)
300.0
Picton All Property MSCI UK Quarterly Property Index
100.0 150.0 200.0 250.0
Retail and Leisureweighting 11% Retail Warehouse 7% High Street Rest of UK 3% Leisure 1%
0.0 50.0
Annualised total property return (%) 10.0
Picton
MSCI
8.0 6.0 4.0 2.0 0
Read more on pages 42–43
1 Year
3 Year annualised
5 Year annualised
10 Year annualised
Since inception
05
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