Half Year 2020 Londonmetric Property PLC Earnings Call Transcript
Good morning, ladies and gentlemen. And welcome to LondonMetric's results for the 6-month period ending the 30th of September. Great to see so many of you here. Agenda follows the normal course of events. I'll give you a quick run-through on the highlights, remind you of our strategy, portfolio overview. Martin will take you through the financial review. I'll get back and go into the individual property sectors that we have within the portfolio before giving you my thoughts on the market outlook, which could take some time, and then opening the floor up to Q&A.
So the key highlights in the period, our portfolio value has increased to GBP 2.4 billion. That's up from GBP 1.8 billion in March of this year. And as you can see there, it's structurally aligned to our favored sectors, notably distribution, 71%, and our long income portfolio, which is now up at 22%.
Over the period, the highlight is probably the acquisition of the Mucklow portfolio, which has increased our urban logistics exposure. That now accounts
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