Investment Performance
Reports compiled by the IPD & Department of agriculture, food and marine between 2016-2023.
IPD - The Investment Property Databank (IPD) maintains and publishes the IPD Forestry Index (www.ipdglobal.com), which is the benchmark for UK timberland performance. This demonstrates that UK forestry has shown competitive returns in comparison to mainstream investments over a long period of time. It should be emphasised that the forestry returns are largely TAX FREE, enhancing performance against other assets. Forestry is low risk and Tax Free. The index is calculated from a sample of around 150 private sector coniferous plantations of predominantly Sitka spruce in mainland Britain. The IPD UK Forestry Index is outside the scope of National Statistics.
The IPD UK Annual Forestry Index is calculated from a sample of private sector coniferous plantations of predominantly Sitka spruce in mainland Britain and in 2017 returned 13.9%.
IPD® UK ANNUAL FORESTRY INDEX
OTHER ASSETS (TOTAL RETURN)
SPONSORS
The MSCI IPD UK Forestry Index measures un-geared total returns from direct investment in a sample of private sector-owned coniferous plantations of predominantly Sitka spruce in mainland Britain (but mostly in Scotland (and southern Scotland in particular) and Wales). The 2016 sample is 142 forest holdings with a total capital value of £342m. The results for the year to 31 December 2016, and over the last five to 20 years, are in the tables below.
Investment performance of UK forestry compared with other core asset classes, in 2016, 2015 and over 5 to 20 year periods.
