Important Shareholder Information & Potential Price Sensitive Developments

• Investment in AiOnX Data Centre Fund: The €100 million total investment, combining equity and a mandatory convertible loan, is a major move that enhances SERT’s exposure to Europe’s booming hyperscale data centre sector. This could be a significant value driver due to the sector’s high growth trajectory and defensive income characteristics.
• Portfolio Quality and Earnings Resilience: SERT’s focus on value-add redevelopment opportunities and its diversified tenant base (700+ tenants) are strategic measures aimed at supporting sustainable distributions and long-term earnings resilience.
• Market Expansion: With more than 90% exposure to Western Europe and a growing footprint in gateway cities across nine countries, SERT is well-positioned to capitalize on regional logistics and digital infrastructure demand.
• Backing from Global Sponsor: SWI Group’s substantial stake and full ownership of SERT’s Manager and Property Manager ensure strong alignment and support for SERT’s growth ambitions.
• Risk Factors: As highlighted in the announcement, investors should be aware of the risks, including market fluctuations, liquidity risks (trading only possible on SGX-ST), and the non-guaranteed nature of distributions and asset values.

Upcoming Investor Event

Date: Tuesday, 28 April 2026
Time: 12.00 PM (Singapore Time)
Registration: Register here
More Info: SERT Investor Relations

Why This Matters for Shareholders

• The substantial new investment in the AiOnX data centre fund could materially impact SERT’s future earnings, asset values, and share price, especially as the European data centre market expands.
• SERT’s high exposure to logistics and data centres, sectors with strong macro tailwinds, may support long-term value creation and sustainable distributions.
• Any updates or guidance during the upcoming briefing could be price sensitive, especially regarding earnings outlook, distribution policy, asset valuations, or strategic acquisitions.
• Strong sponsor backing and institutional-grade governance may bolster investor confidence and support market valuation.

Disclaimer

This article is for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. Investors should be aware that the value of SERT units and income derived from them may fall as well as rise, and are not guaranteed by the Manager, Sponsor, or their affiliates. Forward-looking statements are subject to risks and uncertainties and actual results may differ materially. Always conduct your own due diligence or consult a financial advisor before making investment decisions.

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