MASHINIi

ASSURA PLC.

AGR.LSE | Real estate activities with own or leased property

Assura PLC is a UK-based real estate investment trust (REIT) specializing in primary healthcare properties. The company invests in, develops, and manages a portfolio of medical centers, GP surgeries, and other healthcare facilities. Assura leases these properties to healthcare providers, such as gen...Show More

Ethical Profile

Mixed.

Assura PLC holds a mixed ethical rating. Its core business, providing modern healthcare properties for GP surgeries and medical centers, is fundamentally supportive of 'Better Health for All' by enabling better care delivery, though its impact is indirect. Environmental performance is a key area. Real estate operations have significant impacts, but Assura has opportunities to reduce its footprint through energy-efficient designs, renewable energy, water conservation, and waste reduction, including pursuing green building certifications. For most other ethical values, such as Fair Pay, Honest Business, and Fair Trade, public evidence is insufficient to assess performance; direct impact is generally considered low or neutral, with no major controversies or initiatives detailed.

Value Scores

Better Health for All20
-100100
Fair Money & Economic Opportunity-10
-100100
Fair Pay & Worker Respect0
-100100
Fair Trade & Ethical Sourcing-10
-100100
Honest & Fair Business-30
-100100
Kind to Animals0
-100100
No War, No Weapons0
-100100
Planet-Friendly Business-40
-100100
Respect for Cultures & Communities20
-100100
Safe & Smart Tech0
-100100
Zero Waste & Sustainable Products-40
-100100

Better Health for All

20

Assura's core business, managing over 600 healthcare buildings, serves more than six million patients across the UK and Ireland, enabling high-quality, cost-effective patient care and improved outcomes.

1
These facilities ease pressure on local hospitals, improve access to care, and are up to ten times less expensive than emergency hospital treatment.
2
Buildings designed with their Net Zero Carbon Design Guide can also be 66% cheaper to run.
3
The company has no revenue from harmful products. Assura demonstrates a strong commitment to preventative health, explicitly prioritizing a shift from treatment to prevention. Initiatives include creating over 80 free walking routes from GP buildings, supporting community gardens for healthy eating and social connection, and offering healthy cooking courses.
4
The company also has extensive mental health initiatives, including a long-term partnership with Dementia UK, funding for specialist dementia nurses, workshops for positive mental health, and support for various mental health charities. Support for the healthcare workforce is comprehensive, with buildings designed to attract and retain staff, provide space for trainees (addressing 75% of GPs reporting space restrictions), and state-of-the-art training hubs like the Northumbria Health and Care Academy.
5
Financial support is also provided to healthcare students facing barriers to higher education.
6
Through the Assura Community Fund, £2 million has been distributed since 2020, reaching over 200,000 beneficiaries.
7
These programs address health inequalities, supporting a wide range of vulnerable populations, including carers, young people, Black men, and those with mental health issues or food poverty.
8
The fund has generated £8.91 of social value for every pound invested, with some projects demonstrating proven impact and significantly reducing waiting times for mental health support.
9
The funding for these equity programs represents approximately 1.2% of the company's net rental income. The company aims for a net zero carbon portfolio by 2040, implementing a Net Zero Carbon Design Guide to reduce energy usage and environmental impact, contributing to positive health externalities.
10

Fair Money & Economic Opportunity

-10

Assura PLC is a real estate investment trust (REIT) specializing in healthcare properties, not a financial institution offering consumer lending or deposit services. Consequently, most KPIs related to consumer financial products, such as underserved client share, pricing fairness, exploitative fee exposure, inclusion initiatives (loan/insurance book), data accessibility (open banking), fair lending compliance, wealth building outcomes, financial literacy initiatives, debt burden ratio, geographic inclusion (banking deserts), and product simplicity, are not applicable to its core business model. The company reported an IFRS profit of £166 million.

1
As of March 2023, Assura allocated £1.8 million to community groups via the Assura Community Fund, representing approximately 1.08% of its IFRS profit.
2

Fair Pay & Worker Respect

0

No evidence available to assess ASSURA PLC on Fair Pay & Worker Respect.

Fair Trade & Ethical Sourcing

-10

No forced or child labour incidents were identified for the financial years ending March 2024 and March 2025.

1
The company includes specific prohibitions against forced, compulsory, or trafficked labour in its contracting processes
2
and expects suppliers to comply with its Modern Slavery Policy.
3
As a real estate investment trust, Assura PLC does not procure or trade physical commodities or material at-risk inputs, making certain sourcing-related KPIs not applicable to its operations.

Honest & Fair Business

-30

Assura PLC states that none of the disclosures in its report have been verified by a third party.

1
However, the company does require all suppliers to be Safe Contractor verified for health and safety procedures
2
and is in the process of having its net zero carbon reduction targets verified by the Science-Based Target initiative.
3
Assura has a 'Bribery and Corruption policy', approved in March 2024, which is available on its website.
4
All employees are required to review and confirm understanding of anti-bribery policies upon employment, with monthly policy refreshers and short multiple-choice tests.
5
Suppliers are also required to adhere to this policy.
6
The company also maintains an external whistleblowing hotline operated by Navex, with all employees made aware through posters.
7
Reported cases, of which there were none in the current year, are highlighted to the Company Secretary and CPO on an anonymous basis for investigation.
8
For whistleblowing reports, a written response should be provided within five working days, though this can be extended by mutual agreement.
9

Kind to Animals

0

No evidence available to assess ASSURA PLC on Kind to Animals.

No War, No Weapons

0

No evidence available to assess ASSURA PLC on No War, No Weapons.

Planet-Friendly Business

-40

Assura PLC achieved a 96% landfill diversion rate for its waste.

1
The company procures 82% of electricity used by tenants from renewable sources.
2
For its portfolio, 16% of the total area has BREEAM certification.
3
Whole life carbon assessments have been completed on 15% of the portfolio area.
4
The company is currently in the process of having its net-zero carbon reduction targets verified by the Science-Based Target initiative (SBTi).
5
Building obsolescence, including sustainability, is identified as a principal risk, and long-term stress testing of assets against climate scenarios is applied.
6

Respect for Cultures & Communities

20

Assura PLC has established over 15 formal partnerships with various community groups and organizations.

1
The company provides comprehensive grievance mechanisms, including a whistleblowing hotline, email, and postal address, which are available for community concerns across its operations.
2
3
It aims to resolve complaints within 14 days.
4
Given its business model as a UK-based healthcare property REIT, FPIC processes, indigenous supplier engagement, and specific cultural preservation investments are not applicable. Similarly, the company's operations do not typically impact cultural sites, and it has a general complaint investigation process rather than a specific cultural incident response framework.

Safe & Smart Tech

0

Assura plc obtained Cyber Essentials Plus in June 2022.

1
The company completed cyber awareness training, disaster recovery tests, and social engineering simulations in the year.
2
It complies with legal obligations for processing personal data, acknowledges the right to raise concerns with the Information Commissioner's Office (ICO), and uses standard contractual clauses approved by the European Commission for data sharing agreements.
3

Zero Waste & Sustainable Products

-40

The company uses a Net Zero Carbon Design Guide for new developments, which incorporates circular economy principles such as designing for deconstruction, re-use, and disassembly, and considering end-of-life for materials.

1
For waste reduction, the company explores re-use of existing materials and structural elements
2
and requires contractors to provide clear on-site waste reduction principles and records of waste.
3
Regarding suppliers, the company requires them to minimize their packaging or take it away for re-use,
4
and suppliers must adhere to Assura's Quality and Environmental policies, including ISO 14001 accreditation.
5

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.