Why invest in TIME:Property Long Income & Growth?
Higher levels of diversification across sustainable sectors
Real estate securities own portfolios that are highly diversified across a variety of buildings, tenants, locations, and subsectors which allows for an efficient spread of exposures.
Lower volatility than a portfolio of just REITs
Adding directly held property to a portfolio of real estate securities can reduce the volatility of the overall portfolio. There is also the potential for higher risk-adjusted returns over the long-term due to the greater upside potential of the securities.
The majority of the Fund’s direct property exposure have rent reviews that are either inflation-linked or have a fixed uplift. Where the Fund invests in sectors without a direct link to inflation there is evidence that the underlying revenue streams from the operators, businesses, and tenants have grown in line with inflation over the long-term.
Enhanced liquidity profile
The hybrid nature of the Fund provides better liquidity than a portfolio of direct property as real estate securities are listed and can be traded daily.
Exposure to specialist managers
The Fund provides exposure to a portfolio of experienced and specialist real estate managers that have built portfolios of high-quality assets that would be difficult to replicate if starting from scratch.
Positive social benefit
The Fund provides investors with exposure to a wide range of sectors that deliver a positive social impact to society including care homes, social housing, nurseries, GP surgeries, hospitals, and supermarkets.
Reduced cash drag
Direct property funds often hold large cash reserves to meet redemptions or to pay the higher associated costs, which can cause a drag on performance. By investing in both direct property and real estate securities the portfolio can be better invested with the potential to generate higher returns over the long-term.
Broad exposure to ‘sustainable’ sectors
TIME:Property Long Income & Growth seeks exposure to a range of sectors that are economically ’sustainable’. Sectors that have attractive long-term characteristics primarily driven by their favourable long-term market dynamics and attractive fundamentals. These include supermarkets, logistics and social housing. The portfolio is expected to have no direct exposure to high street retail or office sectors.
TIME:Property Long Income & Growth is structured as a NURS tax efficient Property Authorised Investment Fund (PAIF), a type of Open Ended Investment Company (OEIC) that is authorised by the FCA. The Fund will also benefit from election into HMRC’s PAIF regime.
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We recognise our solutions are not appropriate for all circumstances and it is important investors receive the right advice, which is why we recommend you seek independent financial advice before choosing to invest.
If you are an investor who is interested in our investment opportunities and you do not already have a financial adviser, you may wish to visit the independent comparison site unbiased.co.uk to find a professional adviser in your local area.
The value of an investment in this product can fall as well as rise and investors might not get back the amount they originally put in. Neither past performance nor forecasts are reliable indicators of future results and should not be relied upon. The information on our website is not intended to constitute investment, tax or legal advice. We recommend you seek independent advice before investing in our products.
Applications for shares in the Fund can only be made via an Application Form and after reviewing the Key Investor Information Document (“KIID”) and the Prospectus and investors should carefully read the risk warnings contained within.