Next Generation Investment Investors

So how does the new fund work?

 

  • It will pay tax-efficient returns on a quarterly basis, in addition to any further capital growth the market and assets deliver.
  • The new fund will take over all the existing Augusta syndicates as they reach their end date, providing a timely buyer for exiting investors.
  • Investors in each syndicate can transfer into the new fund, capturing the value of their syndicate shares at the transfer date
  • Investors who need to exit from their current syndicate, rather than transfer into the new fund, may do so at the value on that date.
  • Unlike the syndicates, investor funds will not be locked in and will be available for withdrawal (subject to a notice period and fund reserves).
  • All clients will have the ability to make new investments into the fund.

 

Why build a fund around these assets?

 

  • The Augusta portfolio, known intimately to us, has a performing track record, is significantly profitable already and is currently growing in value.
  • These assets are now capable of generating cash returns for investors.
  • All the upfront costs associated with property acquisition have been absorbed, making this one of the most cost-efficient investments on the market.
  • Some assets in the portfolio have already delivered significant growth and will be the cash-generators of the fund. Others have development plans that are only starting to be realised and will be the growth drivers. The fund will incorporate an excellent balance between the two types.
  • Germany has been the world’s most robust economy through the global recession and continues to be one of thesafest places to invest. It is “on the strong side” of the euro and is now seeing significant inward investment. It offers sustainable growth potential to carefully-managed assets.

 

New fund – many new benefits

 

  • For most clients, this fund is the first opportunity to earn a steady cash flow combined with capital gain from our portfolio of assets that is already profitable and growing
  • The new consolidated fund will provide morerisk diversification than your syndicate did
  • As an investor you have the opportunity to participate at no transfer cost, capturing the value of your syndicate shares at the transfer date
  • Investors can withdraw funds at any time (subject to notice and fund reserves)