Loan note with a coupon of around 5%

Archived article

Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.

I’ve come across a potentially attractive investment opportunity and am trying to secure an allocation for Wealth Club investors. 

I believe there may be high demand. So, if you are interested, please let us know and we’ll try and negotiate an appropriate allocation.

The offer is a loan note with a coupon of around 5%. The term is at least two years and up to five, with interest payments twice a year and capital repayment at the end – not guaranteed. The minimum investment is expected to be quite high, around £100k, which will mean it is not for everyone.

The funds raised from experienced investors will be used to acquire or refinance energy storage projects that help the National Grid cope with the peaks and troughs of electricity demand and supply. 

The details are confidential at this stage. I can, however, tell you the offer provider is a leading specialist alternative asset manager, which manages over £3 billion on behalf of institutions and private individuals. 

Important: Loan notes such as these are not readily realisable. Rates and repayment of capital and interest will not be guaranteed – capital will be at risk.

Could you be interested? Please complete the form below to let us know

What next?

If we have sufficient interest from our investors and can secure an allocation, we should be able to make the offer available within the next few weeks.

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.