SlideShare a Scribd company logo
INVESTMENT PORTFOLI0
WWW.AVANTISWEALTH.COM
THE RICHER RETIREMENT SPECIALISTS
All investments subject to availability
Many investments are subject to status and may be restricted to High Net Worth or Sophisticated Investors
Investments may be available to Pension, ISAor 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 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 minimum
a 7% net annual return, guaranteed 2 yrs
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
HISTORIC SCOTTISH CASTLE
“This is the investment you’ll want your
grandchildren to inherit.”
a £9,812 minimum
a Up to 10.2% return projected
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
4 STAR LUXURY HOTEL INVESTMENT
“Aclass act – Ramada, the resort operator has
nearly 1,000 hotels and resorts worldwide.”
a £30,000 minimum
a 7% net annual return
a Fixed for 10 years
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
5 STAR GOLF AND SPA RESORT
“Thedeveloperhasalreadycompleted anumber
of successfulprojects.Thisresortisworld-class!”
a £10,000 minimum
a 7% net annual return during construction
a 5% return guaranteed thereafter
a Capital growth potential
a Personal usage option
WHY WE LIKE IT
CAPE VERDE 5 STAR LUXURY RESORT
“In partnership with Melia Hotels supportedby
UKtour 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
“Provenbusinessmodel,marketleadingrateof
9.85%andthe95%capitalguaranteesealsthedeal”
a £5,000 minimum
a 6.5% net annual return
a 4 year term
a 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 minimum
a 8.75% net annual return
a 5 year term
a Listed on recognised stock exchange
WHY WE LIKE IT
B2B BRIDGING FINANCE
“This innovative PLC has a vastly experienced
management team”
a £5,000 minimum
a 6.5% - 8.00% forecast annual return
a 3 – 5 year term suggested
a Requires IFA approval
WHY WE LIKE IT
MANAGED HIGH YIELD PORTFOLIO
“Adiversified portfolio actively managed to
deliver its high yield”
LOAN BACKED INVESTMENTS
a £25,000 minimum
a 7.75% net annual return, 2 year term
a 8.75% net annual return, 3 year term
a 9.75% net annual return, 4 year term
a 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 guarantee
a 18% net annual return, no capital guarantee
a 5 year term
a Can exit every 12 months
WHY WE LIKE IT
MULTI-CURRENCY LOAN NOTE
“Specialised lending opportunity for high net
worth investors.”
a £5,000 minimum
a 8.75% net annual return
a 5 year term
a 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 return
a 5 year term
a 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
“Adiversified 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
THE AVANTIS INVESTOR CLUB
We invite you to join the Avantis Investor
Club! Club members get access to the latest
investment opportunities, complimentary
invitations to our investment seminars held in
London and Brighton. And so much more!
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 Centre
136-140 Old Shoreham Rd
Hove BN3 7BD
United Kingdom
01273 447 299
0800 612 0880
invest@avantiswealth.com
www.avantiswealth.com
GET IN TOUCH TODAY!
REGISTER NOW!
For further information
and to register as a
member of the
Avantis Investor Club
please visit:
www.avantiswealth.com/
registration

More Related Content

What's hot

Finance for Business Middlesbrough presentation
Finance for Business Middlesbrough presentationFinance for Business Middlesbrough presentation
Finance for Business Middlesbrough presentation
CONNECTNorthEast
 
Safe Cooperative Society Ltd FD Investment
Safe Cooperative Society Ltd FD InvestmentSafe Cooperative Society Ltd FD Investment
Safe Cooperative Society Ltd FD InvestmentMetieh Oghenero
 
Olympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochureOlympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochure
Olympic Wealth Fund
 
Property investment France - Five Star Solf and Spa Resort
Property investment France - Five Star Solf and Spa ResortProperty investment France - Five Star Solf and Spa Resort
Property investment France - Five Star Solf and Spa Resort
Avantis Wealth
 
Optimum Australian Equities Value Fund - Launch
Optimum Australian Equities Value Fund - LaunchOptimum Australian Equities Value Fund - Launch
Optimum Australian Equities Value Fund - Launch
Heinrich Jacobs
 
Orchard presentation gbp a class - feb 15 - dominic
Orchard presentation   gbp a class - feb 15 - dominicOrchard presentation   gbp a class - feb 15 - dominic
Orchard presentation gbp a class - feb 15 - dominicDominic Hardcastle
 
Olympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochureOlympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochure
Olympic Wealth Fund
 
Introduction To Tap Strategies September 2011
Introduction To Tap Strategies September 2011Introduction To Tap Strategies September 2011
Introduction To Tap Strategies September 2011TAPStrategies
 
SME Cashflow Presentation 9.16 FINAL
SME Cashflow Presentation 9.16 FINALSME Cashflow Presentation 9.16 FINAL
SME Cashflow Presentation 9.16 FINALIan Hardman
 
Property investment Wales - socially responsible
Property investment Wales - socially responsibleProperty investment Wales - socially responsible
Property investment Wales - socially responsible
Avantis Wealth
 
Future of Venture Capital 2014 - PwC Presentation
Future of Venture Capital 2014 - PwC PresentationFuture of Venture Capital 2014 - PwC Presentation
Future of Venture Capital 2014 - PwC PresentationSteven Maarbani
 
Olympic wealth fund
Olympic wealth fundOlympic wealth fund
Olympic wealth fund
Olympic Wealth Fund
 
Shfp 10 dec the grove
Shfp 10 dec the groveShfp 10 dec the grove
Shfp 10 dec the grove
Susan Hill Financial Planning
 
100212 Inspired Event Invista Presentation
100212 Inspired Event Invista Presentation100212 Inspired Event Invista Presentation
100212 Inspired Event Invista Presentation
Inspired Asset Management
 
SYNERGY FX SIGNIFICANT INVESTOR VISA
SYNERGY FX  SIGNIFICANT INVESTOR VISASYNERGY FX  SIGNIFICANT INVESTOR VISA
SYNERGY FX SIGNIFICANT INVESTOR VISA
synergyfxfundsmanagement
 
Montello Real Estate Opportunity Fund Institutional June Factsheet
Montello Real Estate Opportunity Fund Institutional June FactsheetMontello Real Estate Opportunity Fund Institutional June Factsheet
Montello Real Estate Opportunity Fund Institutional June Factsheet
Montello
 
PortfolioPro LinkedIn
PortfolioPro LinkedInPortfolioPro LinkedIn
PortfolioPro LinkedInSean Gautam
 
Richard barkham presentation
Richard barkham presentationRichard barkham presentation
Richard barkham presentationLj Wicks
 

What's hot (20)

Finance for Business Middlesbrough presentation
Finance for Business Middlesbrough presentationFinance for Business Middlesbrough presentation
Finance for Business Middlesbrough presentation
 
Safe Cooperative Society Ltd FD Investment
Safe Cooperative Society Ltd FD InvestmentSafe Cooperative Society Ltd FD Investment
Safe Cooperative Society Ltd FD Investment
 
Olympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochureOlympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochure
 
Property investment France - Five Star Solf and Spa Resort
Property investment France - Five Star Solf and Spa ResortProperty investment France - Five Star Solf and Spa Resort
Property investment France - Five Star Solf and Spa Resort
 
Optimum Australian Equities Value Fund - Launch
Optimum Australian Equities Value Fund - LaunchOptimum Australian Equities Value Fund - Launch
Optimum Australian Equities Value Fund - Launch
 
Orchard presentation gbp a class - feb 15 - dominic
Orchard presentation   gbp a class - feb 15 - dominicOrchard presentation   gbp a class - feb 15 - dominic
Orchard presentation gbp a class - feb 15 - dominic
 
Olympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochureOlympic Wealth Fund Corporate brochure
Olympic Wealth Fund Corporate brochure
 
Introduction To Tap Strategies September 2011
Introduction To Tap Strategies September 2011Introduction To Tap Strategies September 2011
Introduction To Tap Strategies September 2011
 
SME Cashflow Presentation 9.16 FINAL
SME Cashflow Presentation 9.16 FINALSME Cashflow Presentation 9.16 FINAL
SME Cashflow Presentation 9.16 FINAL
 
Property investment Wales - socially responsible
Property investment Wales - socially responsibleProperty investment Wales - socially responsible
Property investment Wales - socially responsible
 
Future of Venture Capital 2014 - PwC Presentation
Future of Venture Capital 2014 - PwC PresentationFuture of Venture Capital 2014 - PwC Presentation
Future of Venture Capital 2014 - PwC Presentation
 
Olympic wealth fund
Olympic wealth fundOlympic wealth fund
Olympic wealth fund
 
Shfp 10 dec the grove
Shfp 10 dec the groveShfp 10 dec the grove
Shfp 10 dec the grove
 
100212 Inspired Event Invista Presentation
100212 Inspired Event Invista Presentation100212 Inspired Event Invista Presentation
100212 Inspired Event Invista Presentation
 
SYNERGY FX SIGNIFICANT INVESTOR VISA
SYNERGY FX  SIGNIFICANT INVESTOR VISASYNERGY FX  SIGNIFICANT INVESTOR VISA
SYNERGY FX SIGNIFICANT INVESTOR VISA
 
Montello Real Estate Opportunity Fund Institutional June Factsheet
Montello Real Estate Opportunity Fund Institutional June FactsheetMontello Real Estate Opportunity Fund Institutional June Factsheet
Montello Real Estate Opportunity Fund Institutional June Factsheet
 
PortfolioPro LinkedIn
PortfolioPro LinkedInPortfolioPro LinkedIn
PortfolioPro LinkedIn
 
Tat Capital - Corporate Profile
Tat Capital - Corporate ProfileTat Capital - Corporate Profile
Tat Capital - Corporate Profile
 
Altin Private Enhanced Reserve LP
Altin Private Enhanced Reserve LPAltin Private Enhanced Reserve LP
Altin Private Enhanced Reserve LP
 
Richard barkham presentation
Richard barkham presentationRichard barkham presentation
Richard barkham presentation
 

Similar to Avantis wealth investment portfolio spring summer 2016

Property investment England - Lake District Hotel
Property investment England - Lake District HotelProperty investment England - Lake District Hotel
Property investment England - Lake District Hotel
Avantis Wealth
 
Property investment - global serviced offices
Property investment - global serviced officesProperty investment - global serviced offices
Property investment - global serviced offices
Avantis Wealth
 
Property investment Scotland - Historic Castle
Property investment Scotland - Historic CastleProperty investment Scotland - Historic Castle
Property investment Scotland - Historic Castle
Avantis Wealth
 
B2B Finance
B2B FinanceB2B Finance
B2B Finance
Avantis Wealth
 
Tax Efficient Planning for Business Owners
Tax Efficient Planning for Business OwnersTax Efficient Planning for Business Owners
Tax Efficient Planning for Business Owners
BizSmart Select
 
2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...
2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...
2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...
PKF Francis Clark
 
Berkshire Hathaway SP investment May 2020
Berkshire Hathaway SP investment May 2020Berkshire Hathaway SP investment May 2020
Berkshire Hathaway SP investment May 2020
Corey Hulls
 
ACL Metro Foods Fund
ACL Metro Foods FundACL Metro Foods Fund
ACL Metro Foods Fund
Obadero Sunday
 
ACL Metro Foods Fund
ACL Metro Foods FundACL Metro Foods Fund
ACL Metro Foods Fund
Obadero Sunday
 
Nafa Funds
Nafa FundsNafa Funds
Nafa Funds
Mubashar Maqbool
 
Property investment Wales – eco park
Property investment Wales – eco parkProperty investment Wales – eco park
Property investment Wales – eco park
Avantis Wealth
 
Finance in Cornwall 2019 - Session 1
Finance in Cornwall 2019 - Session 1Finance in Cornwall 2019 - Session 1
Finance in Cornwall 2019 - Session 1
PKF Francis Clark
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
philipharper
 
Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016
Andy Francis
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
Andy Francis
 
LIONZ TRADE GROUP - TRADING PROFITS
LIONZ TRADE GROUP - TRADING PROFITSLIONZ TRADE GROUP - TRADING PROFITS
LIONZ TRADE GROUP - TRADING PROFITS
investarmy
 
August 15 2007
August 15 2007August 15 2007
August 15 2007
Gandhi Legacy Tour
 
Finance in Cornwall 2017 - First Session
Finance in Cornwall 2017 - First Session Finance in Cornwall 2017 - First Session
Finance in Cornwall 2017 - First Session
PKF Francis Clark
 
Presentation Bitcoins4U B4U Bitcoin
Presentation Bitcoins4U B4U BitcoinPresentation Bitcoins4U B4U Bitcoin
Presentation Bitcoins4U B4U Bitcoin
Business Neworking
 
Financial Sectors
Financial SectorsFinancial Sectors
Financial Sectors
Anchit Sharma
 

Similar to Avantis wealth investment portfolio spring summer 2016 (20)

Property investment England - Lake District Hotel
Property investment England - Lake District HotelProperty investment England - Lake District Hotel
Property investment England - Lake District Hotel
 
Property investment - global serviced offices
Property investment - global serviced officesProperty investment - global serviced offices
Property investment - global serviced offices
 
Property investment Scotland - Historic Castle
Property investment Scotland - Historic CastleProperty investment Scotland - Historic Castle
Property investment Scotland - Historic Castle
 
B2B Finance
B2B FinanceB2B Finance
B2B Finance
 
Tax Efficient Planning for Business Owners
Tax Efficient Planning for Business OwnersTax Efficient Planning for Business Owners
Tax Efficient Planning for Business Owners
 
2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...
2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...
2015 Finance in the South West Segment 2 - Equity, Grants and Investment read...
 
Berkshire Hathaway SP investment May 2020
Berkshire Hathaway SP investment May 2020Berkshire Hathaway SP investment May 2020
Berkshire Hathaway SP investment May 2020
 
ACL Metro Foods Fund
ACL Metro Foods FundACL Metro Foods Fund
ACL Metro Foods Fund
 
ACL Metro Foods Fund
ACL Metro Foods FundACL Metro Foods Fund
ACL Metro Foods Fund
 
Nafa Funds
Nafa FundsNafa Funds
Nafa Funds
 
Property investment Wales – eco park
Property investment Wales – eco parkProperty investment Wales – eco park
Property investment Wales – eco park
 
Finance in Cornwall 2019 - Session 1
Finance in Cornwall 2019 - Session 1Finance in Cornwall 2019 - Session 1
Finance in Cornwall 2019 - Session 1
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
 
Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
 
LIONZ TRADE GROUP - TRADING PROFITS
LIONZ TRADE GROUP - TRADING PROFITSLIONZ TRADE GROUP - TRADING PROFITS
LIONZ TRADE GROUP - TRADING PROFITS
 
August 15 2007
August 15 2007August 15 2007
August 15 2007
 
Finance in Cornwall 2017 - First Session
Finance in Cornwall 2017 - First Session Finance in Cornwall 2017 - First Session
Finance in Cornwall 2017 - First Session
 
Presentation Bitcoins4U B4U Bitcoin
Presentation Bitcoins4U B4U BitcoinPresentation Bitcoins4U B4U Bitcoin
Presentation Bitcoins4U B4U Bitcoin
 
Financial Sectors
Financial SectorsFinancial Sectors
Financial Sectors
 

More from Avantis Wealth

Astute Investor - Summer 2016
Astute Investor - Summer 2016Astute Investor - Summer 2016
Astute Investor - Summer 2016
Avantis Wealth
 
Astute investor magazine spring 2016
Astute investor magazine spring 2016Astute investor magazine spring 2016
Astute investor magazine spring 2016
Avantis Wealth
 
Investment guide to bonds
Investment guide to bondsInvestment guide to bonds
Investment guide to bonds
Avantis Wealth
 
Rod thomas investment - the big question
Rod thomas investment - the big questionRod thomas investment - the big question
Rod thomas investment - the big question
Avantis Wealth
 
Rod thomas investment - qrops guide
Rod thomas investment - qrops guideRod thomas investment - qrops guide
Rod thomas investment - qrops guide
Avantis Wealth
 
Rod thomas investment pension freedoms 2015
Rod thomas investment   pension freedoms 2015Rod thomas investment   pension freedoms 2015
Rod thomas investment pension freedoms 2015
Avantis Wealth
 
Rod thomas investment - financial goals budgeting worksheet
Rod thomas investment - financial goals budgeting worksheetRod thomas investment - financial goals budgeting worksheet
Rod thomas investment - financial goals budgeting worksheet
Avantis Wealth
 
Rod thomas investment final salary pensions
Rod thomas investment   final salary pensionsRod thomas investment   final salary pensions
Rod thomas investment final salary pensions
Avantis Wealth
 
Investment glossary
Investment glossaryInvestment glossary
Investment glossary
Avantis Wealth
 
Investment glossary
Investment glossaryInvestment glossary
Investment glossary
Avantis Wealth
 
Fractional ownership property investment
Fractional ownership property investmentFractional ownership property investment
Fractional ownership property investment
Avantis Wealth
 
Pension review checklist
Pension review checklistPension review checklist
Pension review checklist
Avantis Wealth
 
Pension review checklist
Pension review checklistPension review checklist
Pension review checklistAvantis Wealth
 

More from Avantis Wealth (13)

Astute Investor - Summer 2016
Astute Investor - Summer 2016Astute Investor - Summer 2016
Astute Investor - Summer 2016
 
Astute investor magazine spring 2016
Astute investor magazine spring 2016Astute investor magazine spring 2016
Astute investor magazine spring 2016
 
Investment guide to bonds
Investment guide to bondsInvestment guide to bonds
Investment guide to bonds
 
Rod thomas investment - the big question
Rod thomas investment - the big questionRod thomas investment - the big question
Rod thomas investment - the big question
 
Rod thomas investment - qrops guide
Rod thomas investment - qrops guideRod thomas investment - qrops guide
Rod thomas investment - qrops guide
 
Rod thomas investment pension freedoms 2015
Rod thomas investment   pension freedoms 2015Rod thomas investment   pension freedoms 2015
Rod thomas investment pension freedoms 2015
 
Rod thomas investment - financial goals budgeting worksheet
Rod thomas investment - financial goals budgeting worksheetRod thomas investment - financial goals budgeting worksheet
Rod thomas investment - financial goals budgeting worksheet
 
Rod thomas investment final salary pensions
Rod thomas investment   final salary pensionsRod thomas investment   final salary pensions
Rod thomas investment final salary pensions
 
Investment glossary
Investment glossaryInvestment glossary
Investment glossary
 
Investment glossary
Investment glossaryInvestment glossary
Investment glossary
 
Fractional ownership property investment
Fractional ownership property investmentFractional ownership property investment
Fractional ownership property investment
 
Pension review checklist
Pension review checklistPension review checklist
Pension review checklist
 
Pension review checklist
Pension review checklistPension review checklist
Pension review checklist
 

Recently uploaded

Osisko Development - Investor Presentation - June 24
Osisko Development - Investor Presentation - June 24Osisko Development - Investor Presentation - June 24
Osisko Development - Investor Presentation - June 24
Philip Rabenok
 
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
CollectiveMining1
 
Investor Day 2024 Presentation Sysco 2024
Investor Day 2024 Presentation Sysco 2024Investor Day 2024 Presentation Sysco 2024
Investor Day 2024 Presentation Sysco 2024
Sysco_Investors
 
Snam 2023-27 Industrial Plan - Financial Presentation
Snam 2023-27 Industrial Plan - Financial PresentationSnam 2023-27 Industrial Plan - Financial Presentation
Snam 2023-27 Industrial Plan - Financial Presentation
Valentina Ottini
 
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
CollectiveMining1
 
Corporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdfCorporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdf
Probe Gold
 
New Tax Regime User Guide Flexi Plan Revised (1).pptx
New Tax Regime User Guide Flexi Plan Revised (1).pptxNew Tax Regime User Guide Flexi Plan Revised (1).pptx
New Tax Regime User Guide Flexi Plan Revised (1).pptx
RajkumarRajamanikam
 
cyberagent_For New Investors_EN_240424.pdf
cyberagent_For New Investors_EN_240424.pdfcyberagent_For New Investors_EN_240424.pdf
cyberagent_For New Investors_EN_240424.pdf
CyberAgent, Inc.
 

Recently uploaded (8)

Osisko Development - Investor Presentation - June 24
Osisko Development - Investor Presentation - June 24Osisko Development - Investor Presentation - June 24
Osisko Development - Investor Presentation - June 24
 
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
 
Investor Day 2024 Presentation Sysco 2024
Investor Day 2024 Presentation Sysco 2024Investor Day 2024 Presentation Sysco 2024
Investor Day 2024 Presentation Sysco 2024
 
Snam 2023-27 Industrial Plan - Financial Presentation
Snam 2023-27 Industrial Plan - Financial PresentationSnam 2023-27 Industrial Plan - Financial Presentation
Snam 2023-27 Industrial Plan - Financial Presentation
 
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
 
Corporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdfCorporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdf
 
New Tax Regime User Guide Flexi Plan Revised (1).pptx
New Tax Regime User Guide Flexi Plan Revised (1).pptxNew Tax Regime User Guide Flexi Plan Revised (1).pptx
New Tax Regime User Guide Flexi Plan Revised (1).pptx
 
cyberagent_For New Investors_EN_240424.pdf
cyberagent_For New Investors_EN_240424.pdfcyberagent_For New Investors_EN_240424.pdf
cyberagent_For New Investors_EN_240424.pdf
 

Avantis wealth investment portfolio spring summer 2016

  • 1. INVESTMENT PORTFOLI0 WWW.AVANTISWEALTH.COM THE RICHER RETIREMENT SPECIALISTS All investments subject to availability Many investments are subject to status and may be restricted to High Net Worth or Sophisticated Investors Investments may be available to Pension, ISAor Cash investors. Please ask for details. Spring/Summer 2016
  • 2. 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”
  • 3. 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”
  • 4. HOTELS & RESORT INVESTMENTS a £40,000 minimum a 7% net annual return, guaranteed 2 yrs a Capital growth potential a Personal usage option WHY WE LIKE IT HISTORIC SCOTTISH CASTLE “This is the investment you’ll want your grandchildren to inherit.” a £9,812 minimum a Up to 10.2% return projected a Capital growth potential a Personal usage option WHY WE LIKE IT 4 STAR LUXURY HOTEL INVESTMENT “Aclass act – Ramada, the resort operator has nearly 1,000 hotels and resorts worldwide.” a £30,000 minimum a 7% net annual return a Fixed for 10 years a Capital growth potential a Personal usage option WHY WE LIKE IT 5 STAR GOLF AND SPA RESORT “Thedeveloperhasalreadycompleted anumber of successfulprojects.Thisresortisworld-class!” a £10,000 minimum a 7% net annual return during construction a 5% return guaranteed thereafter a Capital growth potential a Personal usage option WHY WE LIKE IT CAPE VERDE 5 STAR LUXURY RESORT “In partnership with Melia Hotels supportedby UKtour operators it’s a winning combination!”
  • 5. 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 “Provenbusinessmodel,marketleadingrateof 9.85%andthe95%capitalguaranteesealsthedeal” a £5,000 minimum a 6.5% net annual return a 4 year term a 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 minimum a 8.75% net annual return a 5 year term a Listed on recognised stock exchange WHY WE LIKE IT B2B BRIDGING FINANCE “This innovative PLC has a vastly experienced management team” a £5,000 minimum a 6.5% - 8.00% forecast annual return a 3 – 5 year term suggested a Requires IFA approval WHY WE LIKE IT MANAGED HIGH YIELD PORTFOLIO “Adiversified portfolio actively managed to deliver its high yield”
  • 6. LOAN BACKED INVESTMENTS a £25,000 minimum a 7.75% net annual return, 2 year term a 8.75% net annual return, 3 year term a 9.75% net annual return, 4 year term a 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 guarantee a 18% net annual return, no capital guarantee a 5 year term a Can exit every 12 months WHY WE LIKE IT MULTI-CURRENCY LOAN NOTE “Specialised lending opportunity for high net worth investors.” a £5,000 minimum a 8.75% net annual return a 5 year term a 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 return a 5 year term a Redeemable annually WHY WE LIKE IT PEER-TO-PEER LENDING - USA “Proven business model with low entry point and choice of currencies.”
  • 7. 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 “Adiversified 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 ”
  • 8. 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 THE AVANTIS INVESTOR CLUB We invite you to join the Avantis Investor Club! Club members get access to the latest investment opportunities, complimentary invitations to our investment seminars held in London and Brighton. And so much more! 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 Centre 136-140 Old Shoreham Rd Hove BN3 7BD United Kingdom 01273 447 299 0800 612 0880 invest@avantiswealth.com www.avantiswealth.com GET IN TOUCH TODAY! REGISTER NOW! For further information and to register as a member of the Avantis Investor Club please visit: www.avantiswealth.com/ registration