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Current Investment Opportunities

SIPP and SSAS investors can access a wide range of exciting commercial and residential property investments through funds that are not generally accessible via insurance company personal pension policies.

Many of these funds allow you to target your investment at a specific property or development opportunity rather than owning a share in a vast portfolio in which the underlying investments may not be transparent.

The list below is a summary of some of the opportunities that we are currently aware of:

Investment Fund

Investment type

Anticipated Closing Date

Sponsor / Investment Manager

Curo Business Living Property Fund

UK Commercial – Small Business Units

 

30th May 2008

www.curopropertyfunds.com

Executive Home Development Funding

 

UK Residential

 

30th Sept 2008

www.portmore-im.com

Morocco Plan Azur Limited Partnership

Overseas Commercial – 5 star hotel development in Morocco

 

30th June 2008

www.essentialinvestments.co.uk

Savoie Ski Property

Overseas Commercial – French Ski chalet/hotel

 

30th May 2008

www.portmore-im.com

SI Limited Partnership No. 7

UK Commercial – mixed use development in Aberdeen

 

TBA

www.investwithsi.com

Catalyst Global Funds General Partner 2 Ltd

Overseas Residential - Romanian Dynamic Property Fund

 

TBA

www.catalyst-funds.co.uk

The Resort Group International Property Fund

Resort Development Funding - Cape Verde Isles

 

TBA

www.theresortgroupplc.com

       

 

Please note that the inclusion of an investment fund on this page is simply an indication that the investment is structured in such a way that it can be made via a Westerby SSAS or SIPP pension arrangement.

It does not constitute a recommendation of the investment or its suitability as an investment for your personal circumstances.  You should seek independent financial advice from a firm or individual authorised and regulated by the Financial Services Authority before committing to any of these investments.

 

Registered Address: 1 & 2 St Matthews Business Centre, Gower Street, Leicester LE1 3LJ
Registered in England & Wales No. 02562924
Westerby Trustee Services Ltd is Authorised and Regulated by the Financial Services Authority Reg. No. 463533