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PRI reporting framework 2020

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies (Not Applicable)


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality (Not Applicable)


OO SAM 01. Breakdown of externally managed investments by passive and active strategies

SAM 01.1. Provide a breakdown of your externally managed listed equities and fixed income by passive, active quant and, active fundamental and other active strategies.

Listed equity (LE)
0 Passive
49 Active - quantitative (quant)
51 Active - fundamental and active - other
100%
Fixed income - SSA
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Corporate (financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Corporate (non-financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Securitised
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%

SAM 01.2. Additional information [Optional].




 


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments

PR 01.1. Indicate the level of ownership you typically hold in your property investments.

PR 01.2. Provide a breakdown of your organisations allocation to Real Estate Investment Trusts (REITs) or similar

PR 01.3. Additional information. [Optional]

LGS manages one of the most sustainable direct property portfolios in Australia. It comprises eight high quality assets located throughout the state of NSW.  The portfolio consists of 4 office buildings, 3 retail centres and 1 multi-unit industrial estate. It is actively managed by the LGS in house specialist property team.  LGS aims to minimise environmental impact and preserve long term value of the assets whilst making a positive contribution to society.


OO PR 02. Breakdown of property assets by management

PR 02.1. Provide a breakdown of your organisation’s property assets based on who manages the assets.

Property assets managed by

Breakdown of your property assets (by number)
Managed directly by your organisation
Managed via third-party property managers appointed by you
Managed by other investors or their property managers
Managed by tenant(s) with operational control
Total 100%

PR 02.2. Additional information. [Optional]

The LGS direct property portfolio is managed via two third party property managers - Knight Frank and Jones Lang La Salle (JLL). The externally managed property investments are managed by other investors and their property managers.


OO PR 03. Largest property types

PR 03.1. Indicate up to three of your largest property types by AUM.

Types

Main property types (by AUM)

Largest property type
Second largest property type
Third largest property type

PR 03.2. Additional information.

The LGS direct property portfolio comprises eight assets diversified by value in the following sectors - 4 office (57%), 3 retail (34%) and 1 industrial (9%). The externally managed property investments cover a mix of office and retail sites.  


OO INF 01. Breakdown of infrastructure investments (Not Applicable)


OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)


OO INF 03. Largest infrastructure sectors (Not Applicable)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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