Affinity Consulting Group

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Student Accommodation Fund Investment : Affinity Consulting Group  

FPIL Student Accommodation Fund

A low risk fund of student accommodation. Available only in sterling.

This fund has a limited capacity to accept new investment. FPIL will not allow existing money to be switched into it, only new deposits.

The Fund has been designed as a vehicle for investors wishing to participate in a low risk investment returning 'better than cash on deposit' whilst also making a real contribution to the UK educational sector. Launched as an open ended collective investment scheme on 15 June 2000 by Brandeaux Managers, the Fund has acquired and is targetting high quality student accommodation in major UK university centres such as Leeds, Leicester, Coventry, Manchester, Liverpool, Nottingham, Sheffield, Newcastle, and Plymouth. The colleges and universities located in these centres feature in lists of the top twenty universities for subjects including Law, Engineering, Social Sciences and Business, as reported in The Times Good University Guide 2002. This ensures a steady and growing demand for prime quality student accommodation in the years to come.

The Fund invests in affordable, hi-tech security, en suite apartments which are of sufficient quality to allow universities to use them as conference accommodation outside of term.

Objective: The Student Accommodation Fund seeks to deliver annualised positive returns over a term of 5 to 10 years, while maintaining a profile of low volatility through investing in hgh quality student accommodation in major university towns and cities.

The primary target for acquisition by the Fund will be freehold or long-term leasehold properties comprised of student accommodation supporting the various colleges and universities in the United Kingdom. Such acquisitions may be leased either to institutes of education, including colleges and universities, or directly to individual students for the purpose of student accommodation and other non-educational facilities.

Track Record:

  • Annual Volatility: Low
  • Annualised Returns: The Fund has achieved an average annual compound growth rate of over 7.3% over the past 5 years after fees.

Other Details:

Management Fee:

1.5% per annum

Currency:

Sterling

Established:

June 2000

Dealing:

Weekly Latest fund prices

This fund may go down in value as well as increase. This risk is reduced the longer the investment is held. Past performance is no guarantee of future performance.