Assetz® Fund Management Ltd is the property adviser for a series of property funds launched in 2005 and suitable for investing in by SIPP or SSAS pension funds. The funds are Unauthorised Property Unit Trusts as opposed to OEICs (Open Ended Investment Companies) and many of these funds may also be invested in by private equity certified sophisticated investors via a limited partnership structure.

Of great interest to many investors are the residential property pension funds that are available and advised on by Assetz. These funds are tax exempt for investment income and capital gains purposes for SIPP and SSAS investors.

These funds must be advised as being suitable for your investment purposes by an FSA regulated adviser as Assetz Fund Management Limited cannot advise on this suitability on your behalf. Please speak with your financial adviser or complete an expression of interest via our survey form where you can also request an introduction to our appointed regulated adviser.

The Funds

The following proposed funds are planned for release, or actually released, by the regulated fund operator. Beneath each type of fund listed below, there is a synopsis of the investment approach proposed to be taken by Assetz Fund Management Limited, the property adviser :

Reservations Now Being Taken :

UK Residential Recovery

Investing in selected UK residential property from distressed and forced sellers including developers, banks and LPA receivers. Targeting highly desirable low and mid market property with strong rental/homeowner demand. Higher Risk/Return fund.

See sample recent acquisitions for Assetz clients - PDF.

USA Residential Recovery

Investing in selected US residential property from distressed and forced sellers including developers and banks. Targeting highy desirable low and mid market property with strong rental/homeowner demand. Higher risk/Return fund.

UK Student Private Halls of Residence

Investing in student halls of residence in university towns. Developing and then operating student private halls of residence in order to deliver property development profits as well as long term rental income and capital growth. A joint venture with a leading student hall developer. Medium to Low Risk/Return fund.

UK Budget Hotel Sector

Investing in the booming budget hotel sector delivering market leading value for money through a unique budget-boutique proposition. A joint venture with a new and successful budget hotel operator and developer. Medium Risk/Return fund.

UK Care Home Sector

Investing in recession-proof care home sector providing development capital to a successful care home development and operation business. Medium Risk/Return fund.

Eco Investment Sector

Investing in a new range of eco-investments, many of which have government backed income streams. Low Risk/Return fund.

Further funds will be designed in due course to reflect investor demand.

Many of these funds may also be invested in by private equity certified sophisticated investors without the use of a pension structure.

Geared property investment carries greater possible risk, and potential returns, than property investment carried out without lending.

Property investors wishing to be contacted by our FSA regulated investment division in respect of their interest in any proposed funds in the future should complete this survey form.

Name :

Email :

Telephone :

IFAs and Wealth Managers interested in offering Property Investment Fund opportunities for your clients should register their interest below.

Readers of the contents of this web site should note that it is provided for general information purposes only and is not intended to form the basis of a decision to invest. Any investment decision must be based on terms of business and a prospectus which may be supplied by the fund manager, to appropriate categories of recipient only. Unregulated Property Unit Trusts are unregulated collective investment schemes for the purposes of the Financial Services and Markets Act 2000 and consequently there are restrictions on their marketing and distribution and acceptance of investors. Further information is available to Authorised Persons and appropriately certified sophisticated investors upon application to the fund manager via enquiry forms on this site. This is not an offer to subscribe to any investments.

 

Funds Links

About This Division
Funds for SIPP / SSAS Investors
Funds for Private Investors
Investors - Register with Us
Introducers - Register with Us