Self Certification Matrix

Welcome to the 2023 Self Certification Matrix.

Funds who have completed their review this year and confirmed compliance with the 2023 AREF Code of Practice will appear in the table below and have been awarded the 2023 Quality Mark, the "Gold Standard in Corporate Governance".

Minimum compliance
Best practice
Non compliant
Not applicable

Fund

1. Operational Integrity

1.1
Fund Structure and objectives (Max rating: Minimum Compliance) Find out more
1.2
Fund oversight (Max rating: Best Practice) Find out more
1.3
Termination of the appointment of the manager (Max rating: Minimum Compliance) Find out more
1.4
Confidentiality (Max rating: Minimum Compliance) Find out more
1.5
Disaster recovery (Max rating: Minimum Compliance) Find out more

2. Accountability

2.1
Management structure and accountability (Max rating: Best Practice) Find out more
2.2
Distributions (Max rating: Best Practice) Find out more
2.3
Management fees and other expenses (Max rating: Best Practice) Find out more
2.4
Unit pricing and dealing (subscription and redemptions) (Max rating: Best Practice) Find out more
2.5
Unit turnover (Max rating: Minimum Compliance) Find out more
2.6
Investor analysis (Max rating: Best Practice) Find out more
2.7
Historical performance (Max rating: Minimum Compliance) Find out more
2.8
Performance objectives and Benchmarks (Max rating: Best Practice) Find out more

3. Transparency

3.1
Transparency and decision making (Max rating: Best Practice) Find out more
3.2
Reporting (Max rating: Best Practice) Find out more
3.3
Property valuations (Max rating: Best Practice) Find out more
3.4
Cash and money market instruments (Max rating: Best Practice) Find out more
3.5
Gearing (Max rating: Best Practice) Find out more
3.6
Use of derivatives (Max rating: Minimum Compliance) Find out more
3.7
Indirect property investments (Max rating: Minimum Compliance) Find out more
3.8
Insurance and service charge rebates (Max rating: Minimum Compliance) Find out more
3.9
Secondary market (Max rating: Minimum Compliance) Find out more