Ground Rent Investments
A return of between 8% 10%* achieved
annually without exception since
Fund launch in 1996
An investment worthy of discussion in
uncertain times?
Ground Rent Funds are legendary throughout the
wealth management industry. Now in their 12th
successful year, their long term performance speaks
volumes and the annually targeted returns of between
8% to 10%* have been delivered without fail and on
occasions even slightly exceeded. The Fund follows
investment objectives and a strategy which has
proven to deliver long-term positive returns with
low volatility.
FACT: The fund has never suffered a fall in
value since the launch 12 years ago
MAIN OBJECTIVES FUND INFORMATION
- To deliver consistent annualised positive
returns of 8% to 10%* while maintaining a
profile of low volatility performance
- To invest in UK ground rents which are
expected to provide capital appreciation through
reversionary value
- To provide investors with access to a
fund holding assets with little correlation to
traditional asset classes which therefore will
be unaffected by movements in stock markets,
interest rates or property values
- To provide long term positive returns
through a combination of capital appreciation
and secure rental income.
WHERE THE FUND INVESTS
The Fund invests in a portfolio
of over 20,000 residential ground rent and
reversionary properties located throughout the UK,
with geographic emphasis on Central London. There is
a concentration of value in the affluent London
locations of Chelsea, Knightsbridge, Kensington and
Mayfair. The properties are focused on freeholds
producing an increasing value towards reversion date
which provides the backbone of the low volatility
and consistent performance.
*Source: Brandeaux Ground Rent Income
Fund January 2008
#NB
Past performance is not a
guide to future performance. The value of shares can
go down as well as up.
To find out more information about the Ground
Rent Income Fund, please contact us. |
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