Why?
Because of it's core activity & purpose, asset backed, available, affordable & attractive: finance shows 4% div. positive analysts outlook & big backers.
Impact
Investment Rating©
Is
based on essential characteristics for inclusive impact investing:
3:
ESG Opportunity
& 5: (Local) Access to Basic
Need: Care
It's Available &
Affordable: offered
by Dutch price fighter broker DeGIRO & traded at the
London Stock Exchange at about 68 UK pennies.
Assura Plc seeks additional capital to organically grow it's core
activities.
It's
Attractive:
with positive analysts outlook from Liberum Capital & Peel
Hunt and a recent FT anonymous poll summary (4).
Assura
Plc stock gives 4% dividend
yield and is part of the FTSE250 &
FTSE High Yield 350.
It is
held by institutional investors:
asset managers Invesco & StateStreet offering it in
ETF's,charity
advisor CCLA Fund, and pension funds: the Dutch
Medical Specialists Fund & North East Scotland Pension
Fund.
Aviva,
a UK insurance company & asset manager with an excellent CSR
reputation, lend it long term debt (170MUKp)
IMPACT
METRICS
Delivered
by Allstreet
in it's annual impact report of members of the Social
Stock Exchange.
'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'. Assura plc was a founding
listing company of the Social Stock Exchange, but has not
published impact reports and seems de-listed since 2018.
CSRHubscore: 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
Assura
Plc develops property in the UK for General Practitioners
(67%) & the National Health Service (18%).
It's mission is: 'to 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.'
Assura Plc
properties facilitate health & care services to ill &
old people & children in developed markets.
IMPACT INVESTMENT TYPE DIRECT
Assura
Plc core activity is developing property designed for Basic
Need Local Health Services.
CONCLUSION
Assura
Plc is an organically growing local health care property
developer surveying clients & communities on needs and
desires.
Sourcing
locally and introducing environmental management systems such as
BREEAM.
Finance
check shows high yield, positive analyst outlook and institutional
(major interest & voting) support
RECOMMENDATION for
investors (and Assura plc):
Monitor impact
awareness, ambition and performance.
The
website offers information on it's marketing activities, but focuses
more on output, maybe outcomes (PR&PA) not yet on impact.
Note that it is a small company with 48 employees and in Nov17
announced ambition to raise 300million UK£ through shares
for property development.
The Blogger is a recent retail Assura Plc investor
The Blogger is a recent retail Assura Plc investor
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Impact
Investment Rating©
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