Quick Stats

Bid Price - Offer Price -
Mid Price GBP 1.11 Day Change GBP +0.00 (0.17%)
Price Date 8 Jan 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 0.00
Launch Date 09/06/2014 Standard Initial Charge (%) 7.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 0.80 Sector Property
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BWZMMH55 Min TopUp (£) 100,000.00

Fund Objective

The aim of the Fund is to provide a secure and stable investment return primarily through acquiring commercial freehold ground rents and commercial freehold property which benefit from long leases. The Fund’s aim is to provide investors with an income return of 4% per annum and some capital growth in the long term.

Fund Managers

Nigel Ashfield
Nigel is managing director of Alpha Real Property Investment Advisers LLP which is a subsidiary of Alpha Real Capital LLP.Nigel is the fund manager of The Freehold Income Trust. Previously he was Managing Director of Close Brothers’ Property Division where he worked for ten years. Nigel qualified as a chartered accountant with PwC in London after studying law at university.