1. ASSURA PLC Broker: DEGIRO
1stelijns ZORG VASTGOED BEURS: LSE, FTSE250
UK's leadingHealthcare REIT FTSE High Yield 350
ISIN: GB00BVGBWW93
Ticker: AGR, AGR.L,
Marktkap: 1,5miljard UK£ AGR:LN, (X)LON:AGR
Properties: 475
Werknemers: 48 Transparantie: site
''Making a Difference''
Klanten:General Practicioners Actief in PR & PublicAffairs
67%, NationalHealth NHS 18%
Vision: We're helping GPs and the NHS bring care closer to home by creating the modern fit-for-purpose buildings that
doctors say they urgently need, in the right places for patients. SECTOR Opportunity Putting Patient & Caregivers 1st
FINANCE
Currency: £ let op: LSE noteert pennies
Strong Buy: 3, Hold 1 (4 sources)
Div.Yield 4% of circa 0,68 Uk£
ETFs: Invesco Powershares: FTSE RAVI
StateStreet: PX SPDR.
Asset Managers: Major Interest: Invesco,
Blackrock, Standard Life Aberdeen, Schroders,
Resolution Capital. Voting: CCLA Funds
(charity IM), Cohen&Steers, North East
Scotland Pension Fund, SPMS (St Pensioen-
fonds Medisch Specialisten, StateStreet.
Lender: Aviva
Drs Alcanne J Houtzaager MA, Inclusive² Impact Investing Tools & Thoughtpieces, p. 1
2. IMPACT
Founding lister Social Stock Exchange 2015
Allstreet Impact Report 2017 (for Social Stock Exchange)
p. 43-45 Impact Matrix
WhoBenefits: Increased access to safe primary care facilities
that provide integrated health services based on their needs
for 3.7 million patients provided by 2380 GPs.
CSRHub score: Total 49: Community 45, Employees 54
Environment 48, Governance 48, Sources: 8 (10).
UN Sustainable Development Goals
#SDG3: Health & Wellbeing
#SDG11: Cities #AccesstoHealthServices
#SDG12: Infrastructure #healthproperty
CONCLUSIE
Assura plc is marktleider ontwikkeling van vastgoed voor lokale
1e lijnsgezondheidzorg. Marketing: behoeften patiënten & de
gemeenschap, GP's & NHS. Local development & management
sourcing en vastgoed & milieu inzet: 6 BREEAM keurmerken.
&
Financieel heeft Assura plc het vertrouwen van institutionele
investeerders & fondsbeheerders & -bouwers, biedt 4% dividend &
krijgt positieve outlook met mn strong buy adviezen en 1 hold.
Blogger = belegger sinds 12jan18
AANBEVELINGEN
Monitoren op impact metrics, impact kwaliteit & impact scaling
ambities. Issue: lijkt delisted van de SocialStockExchange &
ontwikkelt/publiceert geen 'eigen' impact rapportages.
Drs Alcanne J Houtzaager MA, Inclusive² Impact Investing Tools & Thoughtpieces, p. 2