Tritax London Logistics Fund (“TLLF”, “the Fund”), the specialist investor in high-quality industrial and logistics assets in the Greater London area, continues to build strong momentum in 2026 following a landmark year of performance and capital raising.
Strong close to the year with new equity raised
As part of its growth plan, TLLF secured £110 million of additional equity commitments in Q4 2025 from an internationally recognised investor base. This includes a first £100 million commitment from a global multi-manager on behalf of an Australian super fund, demonstrating strong support for the Fund’s strategy and long term ambitions.
These commitments form part of TLLF’s broader growth equity programme, designed to fund near‑term development opportunities, portfolio expansion, and further broaden its global investor base. With over £300 million of new capital secured for 2025, the Fund entered Q1 2026 with strong momentum.
Market‑leading performance
The Fund delivered an annual return of 13.6% in 2025. This meant TLLF achieved the top ranking in the MSCI/AREF Annual UK Property Index for 2025, confirming its position as the strongest performer in the UK unlisted pooled property fund universe on a net asset value (NAV) basis. This reflects TLLF’s disciplined investment strategy, portfolio resilience and targeted focus on London’s most supply constrained industrial locations.
Nick Ireland, Fund Manager, Tritax London Logistics Fund said: “This latest equity raise reflects the growing conviction investors have in both the quality of our portfolio and our investment strategy. 2025 was a transformational year as we implemented our new strategy investing in high-quality logistics assets in the Greater London area. We continue to build both operational and financial momentum and are encouraged to have achieved the top performance in the Annual MSCI/AREF UK Property Index In 2025.”
