Index Linked Income Fund
Index Linked Income Fund invests in portfolios of UK ground rent assets to provide a long-term secure and predictable inflation-linked income stream with associated capital growth.
The fund seeks to invest in existing portfolios and assets as well as opportunities to create new ground leases. The fund’s investment strategy includes acquiring freehold / virtual freehold properties subject to long-lease tenancies (typically leases with terms greater than 99 years), options to seek forward funding or forward commitment arrangements with developers, the targeting of assets with the majority of income linked to inflation and geographically diversified assets within the UK.
Social Long Income Fund
Social Long Income Fund invests in a portfolio of real estate assets that provide a secure long-term, inflation correlated income stream and capital growth, whilst generating a positive social impact.
The fund will typically invest either via acquisition or through the construction of UK real estate assets let on long leases to providers of services such as supported or assisted living, social housing, shared ownership, primary care and education.
Active UK Real Estate Fund
Active UK Real Estate Fund aims to deliver a high and stable income yield, together with the potential for capital appreciation, by investing in a diversified portfolio of UK commercial property.
Alpha Real Trust
Alpha Real Trust Limited (“ART”) targets investment opportunities across the asset-backed spectrum, including real estate operating companies, securities, services and other related businesses that offer high risk-adjusted total returns. ART currently focusses on high-yielding property debt and equity investments in Western Europe that benefit from underlying strong cash flows. The fund’s investments are unconstrained by geography, but have a particular focus at present on the UK, Europe and Asia. ART is a closed-ended Guernsey registered investment company listed on the Specialist Fund Segment of the London Stock Exchange.
Alpha German Property Income Trust
Alpha German Property Income Trust is an unlisted Guernsey registered closed-ended investment company which has been established for the purpose of investing in German commercial real estate.
TIME:Commercial Freehold was launched in June 2014 and currently has in excess of £100 million AUM. The objective of the Fund is to invest in commercial freehold long leases and ground rents in the UK to target a stable, inflation linked income of at least 4% and the potential for capital growth.
TIME:Advance is a discretionary management service that accesses Business Property Relief (BPR) and is designed to be transparent, quick, simple and flexible. It provides advisers with the opportunity for their clients to obtain full Inheritance Tax (IHT) relief after only two years.
TIME:CTC offers corporate investors a method by which they can employ excess capital efficiently whilst retaining their own BPR. Over a period of 18 years, TIME:CTC has achieved 100% BPR from IHT for all of its qualifying investors and an inflation beating return over that period.
TIME:EIS offers individuals the opportunity to take advantage of the significant tax benefits provided by the Enterprise Investment Scheme (EIS), through investments that attract the generous subsidies available to UK renewable energy assets.