The LGB SME Fund launched on 1st June 2016.  It aims to provide steadily compounding returns by investing mostly in secured corporate loans paying interest of 6-10% p.a. 

The fund has been established on the platform of Heritage Investment Fund Limited in Guernsey.  LGB acts as the investment advisor.  Subscriptions can be made through an investment account at Heritage Capital Management Limited in London.

Investors wishing to receive regular income can arrange to sell shares on the fund's monthly dealing dates.  It should be noted, however, that there is no market in the loan notes held by the fund.  In the event of a substantial amount of redemption requests, investors may experience delays in receiving their redemption proceeds. 

Please click here to view the Fund Fact sheet.

Heritage Investment Funds are eligible SIPP investments.

Scheme Particulars are available on request.