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Tritax Big Box - New rating
Tritax Big Box is a London Main Market-listed, UK-registered investment company. It seeks to provide shareholders with long-term, stable income streams and capital returns through investment in a diversified portfolio of UK distribution warehouses and logistics hubs.
In 2015 the portfolio reached £1.3 billion in size, from a standing start at IPO two years earlier. Since the year end, Tritax has raised a further £200 million of equity and deployed £100 million of this as it enters the next stage of its growth.
The occupier and investment markets for ‘big box’ logistics remained strong in 2015, and while the outlook for capital growth is limited in our view, the shares are supported by a potential high dividend yield.
The fund has been given a three-star rating and will feature on our top-rated funds list – our research team’s premier selection.
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested.
The property market is illiquid and this can, in exceptional circumstances, lead to times in which clients are unable to dispose of part or all of their holding. Property valuations are made by independent agents but are ultimately subjective and a matter of judgement.