PROPERTY FUND
Investment objective
To provide capital growth linked to the value of commercial property and to provide a high and growing yield.
INVESTMENT PARAMETERS
Dealing PURCHASES
On first working day of month
SALES
Quarterly on first working day of calendar quarter
FURTHER DETAILS
For an information pack, please contact us.
Risk Warning
CFB Funds are designed for long term investors. While we hope that unit values will rise, prices can and do fall. They are not suitable for you to use if you cannot accept the possibility of capital losses.
The CFB Property Fund is not suitable for investors who might wish to realise their investment at short notice. Units can only be sold on the first working day of each calendar quarter and in extreme circumstances the illiquid nature of the underlying property assets of the Fund may result in unit redemptions being suspended for unspecified periods.
Investors should be aware that the Property Income Trust for Charities, in which the CFB Property Fund invests, is permitted to borrow up to a maximum of 50% loan to value and that the gearing effect of such borrowing significantly increases the risks of investing in the Fund. In adverse conditions capital losses and reductions in income payable to unitholders will be greater than for similar investments held through non-geared funds.