Assetz Fund Management was established to act as the property investment adviser to a series of innovative property investment funds. It is known that many investors are attracted to property as an asset class, but are put off by the work and time involved.Fund Listing
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 from £5,000. 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.
Additional Information
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. Disclaimer
The wider property investment opportunities presented by diversified property investment funds are of great interest to professional real-estate investors. In addition, now that SIPP and SSAS pension funds can invest in residential property via property funds, many professional investors will be setting up a SIPP or investing further funds into existing ones to gain exposure to this asset class.
We believe that significant poor-diversification risk exists for the average pension fund in purchasing property directly due to the low borrowing (33% LTV typically) proposed under the A Day reforms and the typically low average value of most investors pension fund.
This is because it will be impossible for the average investor to buy a diversified portfolio of property with such limited lending.
Rather than invest in one or two properties directly, Assetz Fund Management believes that a spread of investments via a number of diversified property funds with an entry level from just £5000 each, provides the investor better risk diversification, an expert fund management team and the potential to invest a proportion of assets into property as their financial adviser would suggest is prudent.
