LGB SME FUND
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. and also making a small allocation to shares of quoted companies. The fund draws upon LGB's expertise in both fixed income and equity investment.
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.
Heritage Investment Funds are eligible SIPP investments.
To download a copy of the latest LGB SME Fund Fact Sheet please click here.
Scheme Particulars are available on request.