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Treedom investments arrf investment presentation


The Asia Renewable Resources Fund …

The Asia Renewable Resources Fund

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  • 1. The Asia Renewable Resources FundA Dedicated Fund of the KMG SICAV – SIFAn open ended investment fund acquiring highvalue forestry assets. The aim is to provide ANDREW G . STEELinvestors with strong growth potential in the Chief Executive Officermedium term with typical investment horizons of ASIA FORESTRY MANAGEMENTcirca 5 years.
  • 2. The Asia Renewable Resources Fund A Dedicated Fund of the KMG SICAV – SIF An open ended investment fund acquiring high value forestry assets. The aim is to provide investors with strong growth potential in the medium term with typical investment horizons of circa 5 years.
  • 3. ObjectivesAchieve consistent returns and long-term capital growth via investing in a diversifiedportfolio of high value sustainable/renewable forestry assetsThe right timing… reap rewards from investing in financially lucrative project-based forestry assets.Added benefit is it represents sustainable, green and ethical investing!ReturnsTarget of 12% IRR per annum using S&P forestry index as a benchmarkAdded benefits• ‘safe haven’ during tough economic times• timber and forest asset classes have been invested in for centuries• ‘biological activity’ (trees growing) drives returns• stable and predictable return strategy over medium and long terms
  • 4. Typical ProjectStage 1: identify and review Stage 3: exit• Identify projects against return criteria • Activate forward purchase• Assess against stringent compliance criteria arrangements• Independent reviews and due diligenceconducted Stage 4: Start-again (sustainableStage 2: launch project resources)• Invest in land• Establish plantations of high value forestryassets• Plantation management to harvest• Establish forward production and distributionarrangements• Establish forward purchase arrangements
  • 5. Diversification of project assetsTeak - strong and durable. Contains oil whichpreserves nails enhancing its value in theconstruction, furniture and decorativeindustriesAgarwood - produces an essential oil namedOud which is a highly valued commodityOil Seed Trees – alternative fuel source in therenewable energy sectorBamboo – 2nd fastest growing plant in theworld. Used for furniture, food, constructionmaterials etc.
  • 6. Due Diligence – acquisition and on-goingThe Asia Renewable Resources Fund Project and on-going due diligence will coverwill source projects which will balance for example:biological, operational and economic • Growth and yield of assets;considerations. Projects will: • Timber product mix and prices;- address market potential • Harvest scheduling plans;- be profitable • Refining/processing of asset products;- address risk (e.g. Geographical, asset - • Liquidity;species, product spreads) • Management and infrastructure costs;- bring benefits to localities • Environmental issues;- address carbon issues • Land title; • Independent and regular audits; • Exit strategies.
  • 7. The Treedom Group of companies Treedom Investments Ltd Asia Forestry Distillery Ltd Investment Adviser to the Asia Manufacturer and market Renewable Resources Fund. distributor/seller of Oud oil from Agarwood assets. Equitech Ltd Project Consultants. Identify The PATT Foundation and value prospective projects UK registered charity for potential investment. recognized by the United Nations. No working Asia Forestry Management Ltd relationship with the Plantation Management experts Investment Adviser or the Asia for forestry assets. Renewable Resources Fund. However, the Investment Adviser will voluntarily donate a portion of its fees. Option for investors to opt-in voluntarily.
  • 8. The Treedom Advantages 1.Reputation 2.Funds management 3.Best practice corporate governance and investment processes and policies 4. Risk management 5.Proven forestry management expertise 6.Asia Pacific regional network 7.Access to a lucrative deal pipeline
  • 9. Fund Terms and StructureFund Structure The Asia Renewable Resources Fund will be managed under the KMG Capital Markets Luxembourg S.A. SICAV SIF (KMG SICAVThe Asia Renewable Resources Fund is structured as a regulated SIF).SICAV – SIF in the Grand Duchy of Luxembourg, specifically it is adedicated fund of the KMG SICAV – SIF. TaxationLuxembourg The Asia Renewable Resources Fund will not be subject to Luxembourg taxes on capital gains nor income and there is noReputation as a world class centre for the investment fund liability to withholding tax on distributions, including theindustry. It’s legal and fiscal environment attracts fund promoters redemption of shares. Distributions made by a SICAV SIF orglobally. capital gains realised from the sale, refund or repurchase of shares in a SICAV are out of the scope of EU Savings DirectiveStable democracy with a strong economy. Stable political and since it is not subject to “UCITS” environment. The world’s least risky business environment Additionally, Luxembourg has concluded around 50 double(Source: World Market Research Centre). taxation treaties and it should be possible to structure an investment to benefit from one of these double tax treaties.SICAV SIF A SICAV SIF is, however, subject to a capital duty, levied at theAn onshore Luxembourg investment fund fully regulated by the time of creation or subsequently – in particular when newCommission de Surveillance du Secteur Financier (CSSF) created contributions are made or when a fund is converted or February 2007 via the Special Investments Funds law. A SIF An annual subscription tax of 0.01% is levied, based on theoffers a fully regulated investment structure that is flexible, quarterly net asset value. Investors should always consultefficient and tax optimised; investors participate via subscription professional advisers with regards to taxation shares in the SIF through which they hold their investmentfund.
  • 10. Fund Terms and Structure Minimum Investment: $10,000 USD The Asia Renewable Resources Fund will seek Reporting Fund status for the purposes of UK tax legislation on the GBP Share Classes. * The Investment Adviser will voluntarily direct 10% of all its fees earned to the PATT Foundation to support reforestation efforts globally. Investors have the option t o voluntarily donate a percentage of their returns back to the PATT charity should they should choose to do so.
  • 11. Legal NoticeThe Asia Renewable Resources Fund & KMG SICAV – SIF has no intention to make any offer. This presentation shall be specifically considered as asimple communication of information on a security or an issuer without securities being offered for purchase or subscription. The issuer isexempted from the obligation to publish a prospectus within the scope of Part II of Luxembourg law on prospectuses for securities.This communication is directed only at institutional investors, professional investors, wealth managers and other well-informed investors whoare classed as well informed investors. It should not be distributed to, or relied on by any other investors. The Fund is a Luxembourg SpecialisedInvestment Funds scheme; it cannot be promoted to investors for whom it has not been deemed appropriate. If you do not fall into thesecategories do not read this document.The information contained herein is confidential and is intended only for the persons to whom it is transmitted to by and on behalf of The AsiaRenewable Resources Fund & KMG SICAV – SIF . Any reproduction of this document in whole or in part, or the divulgence of any of itscontents, without the prior written consent of The Asia Renewable Resources Fund & KMG SICAV – SIF , is prohibited.Each interested investor shall be responsible for carrying out his own examination and consulting, if necessary, his own legal advisers in order toevaluate, in respect to his personal situation, the appropriateness of an investment in the The Asia Renewable Resources Fund & KMG SICAV –SIF . The investor’s attention is drawn to the fact that the tax treatment that will be applied to investment in the Fund depends on his particularcircumstances and may change. Therefore it is recommended that each investor consult with his tax adviser.More specifically, the attention of potential investors is drawn to the risks associated with this investment, which are detailed in the OfferingDocument and it is strongly recommended that each potential investor consult this Offering Document. Past yields of similar investments are noindication of future returns on investments that The Asia Renewable Resources Fund & KMG SICAV – SIF will carry out, as past performance is noguarantee of future results. Some legal, tax, or regulatory changes may occur during the life of the The Asia Renewable Resources Fund & KMGSICAV – SIF , and may have an unfavourable effect on the performance of the The Asia Renewable Resources Fund & KMG SICAV – SIF . There isno guarantee that the Funds targeted returns will be achieved. Hence, potential investors must form their own opinion on the risks of thisinvestment opportunity prior to taking the decision to invest in the The Asia Renewable Resources Fund & KMG SICAV – SIF .
  • 12. Thank You! The Asia Renewable Resources Fund ‘Forests play a vitally important part in the carbon cycle. A renewable resource that offers unrivalled returns for investors’ 12