IFA Wealth Forum

News

• 09 Nov 2009

  FTAdviser.com - Blue Gate launches property income fund

  The secured income fund allows investors to capitalise on current market conditions and provides an alternative product that offers a high yielding regular income to investors quarterly while protecting capital.
  
  The fund is offering annual returns to investors of 9 per cent or 2.25 per cent paid quarterly.
  
  
  Any income in excess of 9 per cent a year will be rolled up in the fund and be distributed to investors at the end of the fund's life.
  
  Tamlyn Stone, director of Blue Gate Capital, said: "As poor returns are set to continue for the foreseeable future and the global recovery may not be as strong as many have predicted, there is still considerable value in this area over the medium term for investors.
  
  "This structure addresses the needs of investors today in a market of low interest rates, market volatility and insecurity by providing a fund that is not correlated to traditional asset classes such as equities, bonds or property and adds a level of diversification to investor's portfolios.
  
  "Investors need income and want the security of tangible assets to create it."
  
  The secured income fund derives its income from lending money on an annual fixed rate to financial institutions that lend short term finance secured against property assets.
  
  As the fund is secured against property and has a fixed coupon, Blue Gate said the fund would not be affected by stock market movements or fluctuations in interest rates.
  
  There is a loan-to-value requirement of less than 65 per cent, and the minimum investment for the fund is £50,000.
  
  
  for more inforation on the fund please contact us on 0161 838 9070 or email d.beddard@cisplatform.com
  
  http://www.ftadviser.com/FTAdviser/Investments/AssetClass/Pr...
  
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• 04 Nov 2009

  Advisors register for free

  Advisors can now register for free by going to site www.cisplatform.com
  
  One Stop For Investments
  
  CIS Platform has been established to provide access in one place to a range of alternative investments. Alternative investments are products other than traditional investments such as shares bonds and cash. The investments listed on CIS Platform aim to provide investors with the opportunity to diversify their portfolios. CIS Platform offers a variety of attractive options for investors.
  
  We continually add to and change the range of investments on the site and offer investment opportunities with funds investing in domestic and foreign property, private equity, venture capital and others. One of the attractions of alternative investments is that there are no limits to the types of investments which may be offered
  
  
  
  
  Investors may choose to invest in alternative funds for one or more of the following reasons:
  
  A belief in the fund management team and its strategy
  A desire to have a significant investment stake in a particular investment fund
  Knowledge and belief in the niche market in which a particular fund is proposing to invest
  Key features of all investments listed on CIS Platform are:
  
  All investments are available to investors ONLY via an FSA authorised intermediary such as an Independent Financial Adviser.
  All investments are operated by an authorised FSA operator and comply with statutory requirements regarding the promotion, marketing and management of the investments.
  The fund operator will normally be willing to meet investors’ financial advisers to explain in detail the fund investment strategy and to explain how it is intended this strategy will be successfully achieved.
  
  Many Thanks
  
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• 29 Oct 2009

  Backed by England footballers

  Essential Investments has launched a £24m fund backed by England footballers Rio Ferdinand and John Terry to invest in a luxury beach resort on the Caribbean island of Caicos
  
  The Caicos Beach Fund, is offering investors returns of 17.7% a year, based on a five-year currency play.
  
  It aims to raise £9m of equity in four instalments of £2.25m, to be invested when the development is completed in 18 months.
  
  The fund will be 60% geared in US dollars by Caicos Beach Club Resort & Marina, which is carrying out the development, at an exchange rate secured in July of £1 to $1.95, compared with today’s $1.47.
  
  The fund is looking to purchase around 80 one-bed flats in the resort’s first phase in batches of 20, which will be managed by Vacation Management, a local management company.
  
  Essential Investments claims that even in the event of a sustained fall in property values, a loss on the sale of units would still provide a positive return for investors.
  
  Essential’s managing director, Alex Hobday, said: ‘The return is based on the current sale price of similar units on surrounding, more popular Caribbean islands – around $700,000 due to massive room rates.
  
  ‘We have taken an average sale price in five years’ time of $685,000 with a sterling conversion rate of $1.30 to the pound. Even if we were to sell these at a slight loss at $385,000, we are looking at a return of about 4% on the currency alone.’
  
  He also said that the development had been granted tax breaks in order to catalyse further investment on the island.
  
  England stars Ferdinand and Terry are endorsing the fund and the development for New Era Overseas, an emerging markets property investment company.
  
  They are investing via SIPPs (self-invested personal pensions) and will make promotional visits to the scheme once a year.
  
  for more details please vist www.cisplatform.com
  
  
  Darren Beddard
  
  www.cisplatform.com
  
  T 0161 838 9070
  M 07999 100945
  d.beddard@cisplatform.com
  skype: darren.beddard
  
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