South West of England and Wales

Flexi Portfolio

A successful investment strategy comprises several components and flexibility should always be key. We offer access to the Flexi Portfolio, allowing investors to stay one step ahead of an ever-evolving market.

Risk Warning: Returns are not guaranteed Please ensure you read the Information Memorandum in full including the FAQs and Key Risks

Term

Flexible 1 year

Instrument

Redeemable Share

Invest from

£20k entry point

Notes

Immediate returns paid quarterly.

Opportunity

Designed to maximise returns and make the most of your capital, the Flexi Portfolio offers a range of short- and long-term flexible investment opportunities including fixed income and capital growth options. This makes it accessible to all types of investor needs and requirements with opportunities presented by one of the leading housebuilders in the South West of England. Every development in the portfolio has been thoughtfully designed and selected in line with the potential of the site itself and the wishes of the local community for a fully sustainable investment.

Important regulatory information

This document is exempt from the general restriction in section 21 of the Financial Services and Markets Act 2000 on the communication of invitations or inducements to engage in investment activity on the ground that it is made to ‘investment professionals’ within the meaning of Article 19 of the Financial Services and Markets Act (Financial Promotion) Order 2005 (FinProm); persons believed on reasonable grounds to be ‘certified high net worth individuals’ within the meaning of Article 48 FinProm; persons who are ‘certified sophisticated investors’ within the meaning of Article 50 FinProm; and persons who are ‘self-certified sophisticated investors’ within the meaning of Article 50A FinProm. The attention of prospective Investors is drawn to the “RISK FACTORS” page of this website.