Money Makers | Matthew Oakeshott

Profile: Value And Indexed Property

20th July 2022

UPDATE: VIP became a REIT in April 2025 and has been able to issue a small number of new shares as it has been trading around par. Its NAV returns were -19% in the year to March 2023, -10% in 2024, +7% in 2025, and +6% in the year to March 2026.

Value And Indexed Property Income (ticker: VIP) has reinvented itself in the last eighteen months. It used to be mostly invested in high-yielding stocks with a UK commercial property portfolio on the side. Now its focus is almost entirely on direct property ownership although it also invests in some listed property trusts. The property side of VIP has...

This is a premium article for our subscribers.

Please log in below to read it, or find out how to join the Money Makers Circle.

Disclaimer: Please note that Jonathan Davis is neither authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Money Makers website or in any of the content offered as part of the Money Makers service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.