Strata Fund

• A real estate backed business that started trading in April 2007 with a net asset value at December 2007 of circa £10.1m.

• A tax transparent property asset backed fund for private investors

• Offering Business Property Relief (ie inheritance tax planning). Also suitable for SIPPs.

• Anticipated member's return of 13% p.a. IRR

• Distribution forecast: 5% p.a. end of YEAR 2 (7% p.a. from YEAR 4)

• 7.25 years from April 2007 (opportunities to terminate and extend)

• A spread of risk (both developers and projects);

• Available to both SIPPs and non pension monies;

• Tax planning opportunities;

• Protection ‘buffer’ – the Fund’s equity will only be diminished if the value of properties being developed fall by more than circa 20%.

For further information please contact evolve or visit www.thestratafund.co.uk

Strata trading statements can be downloaded here.

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Strata Fund


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