Savills Investment Management
We are an open-ended fund designed to meet the needs of charities, allowing access to commercial property investment and management.
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Based on the next four estimated distributions divided by the current Net Asset Value (NAV)
We have a portfolio of over 100 commercial properties and a carefully controlled tenant mix.
The Fund deals on a quarterly basis and all registered Charities within the UK are eligible to invest.
We continue to perform well against our investment objectives, producing consistently high and growing income as well as attractive capital growth.
Factsheet Q2 2016
The Charities Property Fund is a Common Investment Fund which is an open ended investment vehicle, similar to unit trusts, but designed specifically for charities and established under Section 24 of the Charities Act 1993 (as amended by the Charities Act 2006). This Fund is categorised as a non-mainstream pooled investment and cannot be marketed to the general public. Units in this Fund are available only to such charities that may be lawfully promoted to under COBS 4.12.4(5)(category 3) and this website is only directed at such persons. Those persons who do not have professional experience in participating in such schemes should not rely on the contents of this website. If you are in any doubt you should refer to your authorised financial adviser. Nothing contained herein constitutes an offer or solicitation to anyone in any jurisdiction where such an offer is not lawful or to anyone to whom it is unlawful to make such an offer or solicitation.
When reviewing the information contained herein, potential investors should consider the following general duties and responsibilities of trustees as set out by the Charity Commission:
Benefits anticipated in The Charities Property Fund may be affected by changes in the UK tax legislation. Past performance is not necessarily a guide to future performance. The price of units, and the income generated from them is not guaranteed and can go down as well as up and investors may not get back the amount they have invested.
The pages on the website (‘the website’) are published by Investis Limited (“Investis”) on behalf of Charities Property Fund (“Charities Property Fund”, “us” or “we”).
Investis will not collect any information about individuals, except where it is specifically and knowingly provided by them.
When you visit Charities Property Fund’s website, Investis’ web server collects some basic information such as your internet service provider's domain name, which pages you accessed on the site, and when.
We and Investis use this information only to analyse the use of our website to help guide improvements. We do not collect any personally identifiable information.
If you register for the alert service, you will need to provide your name and email address. This information will be held by Investis and may be accessed by Investis Corporate Communications PVT. Ltd (a subsidiary of Investis) from its premises in India for administration of the alert service. The information will not be used for any other purpose; it will be stored securely and will not be shared with third parties. By registering for the alerts, you consent to this use of your name and email address.
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© Charities Property Fund 2016