Performance of the Liquid Property Strategy

The Harvest Liquid Property Strategy aims to provide investors with an alternative to direct property investment. The Strategy offers global property exposure combining the ability to trade freely with the availability of a reliable stream of income.

It is Harvest’s view that property represents both an appropriate and highly attractive asset class for long term investment purposes, whether for pension funds or for other forms of long-term savings. Over the long term, global property prices tend to move ahead of inflation while also offering investors a strong and reliable source of income.

Summary of Investment Objective

The investment objectives of this strategy are threefold

  • to take advantage of the income generating power of property.
  • to gain a diversified exposure to global property.
  • to buy into an asset class which has under performed internationally in recent years.
liquid property investment

Strategy Overview

Base Currency – EUR

Total Net Assets – €1673.5M (€1.6BN)

Annual Distribution Target (Net) – 4.0%

Liquidity – Daily

liquid property investment

Performance of the Harvest Liquid Property Strategy

liquid property strategy

Commentary on Recent performance

As share prices recovered generally from the sharp correction in March, the participation of the property sector in this recovery was patchy at best. Investors continued to be concerned about the possible changes to underlying demand for office and retail space. This looks to have been significantly overdone particularly in relation to offices and many property funds are trading at historically high discounts to their underlying asset values and are paying attractive yields (the projected yield on the Liquid Property Strategy is currently 5.5%). (October 2020)

How do I find out more about the Harvest Liquid Property Strategy?

To find out more about the Harvest Liquid Property Strategy and to determine if it is suitable and appropriate for your portfolio please speak to your Client Advisor, call us on 01 237 5500 or email

Past performance is not an indicator or guarantee of future performance. The value of units in the strategy and income received from it can go down as well as up, and investors may not get back the full amount invested. Other charges and taxes payable by an investor may not be included in the figures.

Warning: If you invest in this fund you may lose some or all of the money you invest. Past Performance is not a reliable guide to future performance. This fund may be affected by changes in currency exchange rates. The value of your investment may go down as well as up. Income may fluctuate in accordance with market conditions & taxation arrangements.