Alternative investment opportunities

Add something a little different to your investment portfolio

You have probably built an established portfolio of stocks and shares, and maybe some tax-efficient investments such as VCT, EIS or SEIS. But what if you want to add something a little different?

Maybe you want to diversify your portfolio further by investing in assets which may be broadly uncorrelated to stock-market investments or offer some degree of inflation proofing. 

Or you may just want something a little different that you cannot normally access via mainstream channels.

That’s why in addition to helping you find the best VCTs, EIS, SEIS and IHT portfolios we seek to offer investments such as forestry, secured bonds, private equity investments, property development and property syndicate deals.

These deals are usually only open to high net worth, sophisticated investors or in some cases elective professional clients, because they may be riskier and more illiquid than other investments and capital is at risk. The investments themselves may be unregulated and not covered by the Financial Services Compensation Scheme.

Access to Private Equity
Eligibility
Experienced investors only
Typical minimum investment
£26,000+
Exclusive property deals
Eligibility
Experienced investors only
Typical minimum investment
£25,000+
Forestry
Eligibility
Experienced investors only
Typical minimum investment
£50,000+
Downloads
Quality Shares Portfolio
Type
Discretionary Share Portfolio
Minimum investment
£10,000
Geography
Global
Initial charge
Nil
Annual custody charge
0.25%
Annual management charge
1%
Next deadline
16 Oct 2024 (5pm)
Downloads