Alternative investments are products other than traditional investments such as shares, bonds and cash. Current investment opportunities on the capitalplatform.co.uk include funds investing in domestic and foreign property, private equity, venture capital and an attractive farm scheme.
All investments are available to investors only via an FSA authorised intermediary such as an Independent Financial Adviser.
Managing director, Christian Faes, said:
Listing the Montello Income Fund on Capital Platform provides us with the ideal marketing solution and ensures that our fund is only promoted to persons who are authorised under the FSMA. The Capital Platform has an established network of registered IFA's, wealth managers and family offices with an appetite for this type of alternative investment.
Ian Sutherland, Christian's co-managing director, explains:
Montello is in a unique position. We are currently the only open fund on the market that lends solely to end bridging finance borrowers and directly takes first charge security [in the name of the Fund].
The risk adjusted nature of the investment is reflected in the LTVs of the security assets and the short durations of the loans.
The Fund is offered as a UK limited partnership with an exempt unit trust for SIPP and SASS investors. The Fund is promoted through intermediaries and will be operated by Park Caledonia Capital which is authorised and regulated by the Financial Services Authority.
The Fund will be open-ended and investors can redeem their investment on a quarterly basis.
