edge

Investments

Weardale Trust has selected two investment schemes that beat current inflation, interest rates and stock market returns. More details are available on request.

1 “Store First”

StoreFirst is an increasingly popular investment vehicle, suitable for both cash or pension fund transfer via Self Invested Personal Pension (SIPP)

  • Minimum £7,500 investment with multiples of £3,750 thereafter.
  • Client has a 250 year lease on the property registered at Land Registry.
  • Established on a 6 year lease with a guaranteed return of 8% in years 1 and 2.
  • Potential to fix returns at 10% in years 3 and 4, and 12% in years 5 and 6.
  • The first 2 years returns are already held in an escrow account for distribution.
  • The lease contains break clauses every 2 years.
  • Guaranteed exit route, client can sell the unit back to StoreFirst at year 5.
  • The income payments to the client are made quarterly.
The quarterly income appeals to cash investors looking for a steady income or clients with a pension who are looking for fixed returns and steady growth of their fund.

2 "Dolphin"

The Dolphin Plan has attracted a great deal of interest, and offers an excellent return on investment over a range of fixed terms.
Dolphin is a German-Listed Building Investment scheme, which is backed by the German Government. It is designed to attract external investment to fund an extensive new building programme. Dolphin is available for cash and SIPP investments.

  • Minimum investment of £5,000.
  • The Client holds first legal charge over the asset.
  • There are three Term options ; 1, 3 and 5 years.
  • There is no product set up fee.
  • The Client received fixed interest payments in return for their investment.
Returns on Investment
  • 12% year 1,
  • 13% year 2,
  • 14% year 3,
  • 15% years 4 and 5
There are both Capital growth and Invest For Income Options available. Product availability is restricted on the 1 and 3 year options and is only available by special request.

Income Option
Where the Invest For Income option is selected, payments are made to the client 6 monthly and the full investment amount is returned to the client at the end of the term.

Capital Growth Option
Where the Capital Growth option is selected the quoted returns are compounded annually. The effect of this on a £10,000 investment is a return of £19,081 at the end of the 5th year.

Contact Weardale Trust

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07540 049947