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
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To deliver consistent annualised positive returns of 8% to 10%* while maintaining a profile of low volatility performance
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To invest in UK ground rents which are expected to provide capital appreciation through reversionary value
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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
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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 here.
