Investor centre

Knight Frank bullish on 2019 supermarket yields

Updated: Jan 7, 2019

KF anticipate yields of 4.25% on index linked grocery stores

SUPR average yield is 4.9%, therefore prediction suggests 13% upside to current valuations

That could be supported by Tesco returning to investment grade (Fitch up-graded Tesco to BBB- in October) and Sainsbury’s move to investment grade post merger with ASDA.

Tesco’s strong HY results, continuing strengthening of its balance sheet and now the confidence demonstrated by the bond market, makes it highly likely Moody’s and S&P will upgrade Tesco in 2019.

Read more in the Knight Frank UK Retail Report

We manage a unique portfolio

Our handpicked, geographically diverse portfolio is a critical part of the UK’s feed the nation infrastructure. Interactive portfolio map with key statistics and full portfolio download.

Key shareholder information including latest results and news announcements, share and dividend centre, consensus and research and key events 

Details of our investment strategy, key characteristics, asset management and market backdrop 

Our media hub

Ben Green discusses SUPR’s results on Sky News

The Omnichannel virtuous cycle

Proactive investors: SUPR’s latest results

Play Video about Proactive Investors