avantis wealth investment portfolio spring summer 2016
TRANSCRIPT
INVESTMENT PORTFOLI0
WWW.AVANTISWEALTH.COM
THE RICHER RETIREMENT SPECIALISTS
All investments subject to availabilityMany investments are subject to status and may be restricted to High Net Worth or Sophisticated Investors
Investments may be available to Pension, ISA or Cash investors. Please ask for details.Spring/Summer 2016
a €20,000 minimum (EUR)
a 24% return over period
a 24 month investment
WHY WE LIKE IT
RESIDENTIAL GATED COMMUNITY
“Market leading returns from a highly regarded property developer”
a £25,000 minimum
a 7.6% net annual return
a 5 year term
WHY WE LIKE IT
ISLE OF WIGHT MARINA DEVELOPMENT
“The key driver for demand is the simple fact that this
is the premium-location for the UK yachting fraternity”
a £10,000 minimum
a 8% net annual return
a 4 year term
WHY WE LIKE IT
PENTHOUSE DEVELOPMENT
“Award winning developer of luxury penthouse apartments in London”
PROPERTY DEVELOPMENT INVESTMENTS
a £10,000 minimum
a 18% net return over period
a 18 month term
WHY WE LIKE IT
SPECIALIST RESIDENTIAL CARE FACILITY
“The project promoter has just completed a similar facility which received significant praise”
PROPERTY DEVELOPMENT INVESTMENTS PROPERTY RENOVATION INVESTMENTS
a £10,000 minimum
a 10%-12% net annual return
a 2 or 5 year term
WHY WE LIKE IT
GERMAN LISTED BUILDINGS
“Business model with proven track-record, demand supported by unique tax break.”
a £10,000 minimum
a 7.35% net annual return
a 5 year term
WHY WE LIKE IT
USA URBAN REGENERATION
“The company is part of a group with ‘Best for the environment’ award winning status.”
a 10,000 minimum (GPB, EUR, USD)
a 8% net for 1 year term
a 12% net for 3 year term
WHY WE LIKE IT
URBAN REGENERATION IN CHICAGO
“The company’s ethos is making money while doing good, with an excellent track record”
a £25,000 minimum
a 8.82% net annual return
a 4 year term
WHY WE LIKE IT
INTERNATIONAL SERVICED OFFICES
“Scheme operator has built up a track record of success in a thriving sector”
HOTELS & RESORT INVESTMENTS
a £40,000 minimuma 7% net annual return, guaranteed 2 yrsa Capital growth potentiala Personal usage option
WHY WE LIKE IT
HISTORIC SCOTTISH CASTLE
“This is the investment you’ll want your grandchildren to inherit.”
a £9,812 minimuma Up to 10.2% return projecteda Capital growth potentiala Personal usage option
WHY WE LIKE IT
4 STAR LUXURY HOTEL INVESTMENT
“A class act – Ramada, the resort operator has nearly 1,000 hotels and resorts worldwide.”
a £30,000 minimuma 7% net annual returna Fixed for 10 yearsa Capital growth potentiala Personal usage option
WHY WE LIKE IT
5 STAR GOLF AND SPA RESORT
“The developer has already completed a number of successful projects. This resort is world-class!”
a £10,000 minimuma 7% net annual return during constructiona 5% return guaranteed thereaftera Capital growth potentiala Personal usage option
WHY WE LIKE IT
CAPE VERDE 5 STAR LUXURY RESORT
“In partnership with Melia Hotels supported by UK tour operators it’s a winning combination!”
ISA INVESTMENTS
a £10,000 minimum
a 9.85% net annual return
a Listed on recognised stock exchange
WHY WE LIKE IT
CORPORATE BOND WITH 95% CAPITAL GUARANTEE
“Proven business model, market leading rate of 9.85% and the 95% capital guarantee seals the deal”
a £5,000 minimuma 6.5% net annual returna 4 year terma Listed on recognised stock exchange
WHY WE LIKE IT
SOCIAL HOUSING BOND
“Taps into the almost infinite demand for affordable housing in the UK”
a £5,000 minimuma 8.75% net annual returna 5 year terma Listed on recognised stock exchange
WHY WE LIKE IT
B2B BRIDGING FINANCE
“This innovative PLC has a vastly experienced management team”
a £5,000 minimuma 6.5% - 8.00% forecast annual returna 3 – 5 year term suggesteda Requires IFA approval
WHY WE LIKE IT
MANAGED HIGH YIELD PORTFOLIO
“A diversified portfolio actively managed to deliver its high yield”
LOAN BACKED INVESTMENTS
a £25,000 minimuma 7.75% net annual return, 2 year terma 8.75% net annual return, 3 year terma 9.75% net annual return, 4 year terma 10.75% net annual return, 5 year term
WHY WE LIKE IT
CONSUMER FINANCE - UK
“Investor friendly loan note with flexible income payments and multiple investment terms”
a 100,000 minimum (GBP, EUR, USD)a 12% net annual return, 95% capital guaranteea 18% net annual return, no capital guaranteea 5 year terma Can exit every 12 months
WHY WE LIKE IT
MULTI-CURRENCY LOAN NOTE
“Specialised lending opportunity for high net worth investors.”
a £5,000 minimuma 8.75% net annual returna 5 year terma Listed on recognised stock exchange
WHY WE LIKE IT
B2B BRIDGING FINANCE - UK
“This innovative PLC has a vastly experienced management team”
a 10,000 minimum (GBP, EUR, USD)a 9.85% net annual returna 5 year terma Redeemable annually
WHY WE LIKE IT
PEER-TO-PEER LENDING - USA
“Proven business model with low entry point and choice of currencies.”
MANAGED FUND & SOCIALLY RESPONSIBLE INVESTMENTS
a £5,000 minimum
a Fixed return 8%
a 30 day liquid after 12 months
WHY WE LIKE IT
SPECIALIST HIGH YIELD BOND
“The diversified portfolio offers an attractive risk profile for the risk adverse investor.”
a Rate of return 6.5% - 8%
a No minimum but £5,000 suggested
a No fixed term but guide 3 - 5 years
WHY WE LIKE IT
NICHE HIGH YIELD PORTFOLIO
“A diversified portfolio actively managed to deliver its high yield.”
a £10,000 minimum
a 10.96% total return over period
a 15 month term
WHY WE LIKE IT
BIO MASS POWER STATION
“Multiple funding offers are already in place to finance through to completion”
a £10,000 minimum
a 7.73% net annual return – 5 year term
a 9.73% net annual return – Years 6 and 7
WHY WE LIKE IT
WASTE RECYCLING AND ENERGY PROJECT
“Founders already successful with a £35 million battery recycling plant ”
DISCLAIMER
Avantis Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). This is not a financial promotion or an invitation to invest.
Avantis Wealth Ltd does not provide any financial or investment advice. We provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price.
Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service.
This page does not constitute an offer to invest but is for information only. Persons expressing an interest in the bond will receive an invitation document, which they should read and ensure they fully understand prior to making any decision to subscribe. Persons in any doubt regarding the risks associated with investments of this nature should consult a suitable qualified and authorised advisor.
VERSION: IFS-ALL-V1.0 07/03/16
Want to invest for income now?Do you have poorly performing investments and need to generate the best possible income right now? Then consider investments within our portfolio which offer:
• Up to 12% annual income
• Payable quarterly, six monthly or annually
• Investment starts at £2,500
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As a club member you will have access to all areas of the Avantis Wealth website which offers a wide range of benefits, including special reports and investment fact sheets. There is no cost in registering for Avantis Investor Club membership, and if you live in the UK, we’ll post you our latest edition of ‘Property As Your Pension’ with our compliments.
Do you have a frozen or underperforming pension?Then request a complimentary pension review. This will show you:
• Value of your fund
• Performance over the last 5-8 years
• Fees and charges you are incurring
• Expected income in retirement
Armed with this information you can explore options to do better.
Want to build your fund for the future, achieving maximum growth?Whether you wish to invest directly or through a pension scheme, our investment portfolio offers a wide choice of investment type, location and timescale:
• Investments typically from 1 to 5 years
• Returning up to 12% annually, or 60% over 5 years
• Investment starts at £2,500
Gemini Business Centre136-140 Old Shoreham RdHove BN3 7BD United Kingdom
01273 447 2990800 612 [email protected]
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www.avantiswealth.com/registration