Questions answered
Everything you need to know about the fund, the risks, and how to invest. If your question isn't answered here, get in touch.
What is the target return?
The fund targets 8% per annum, distributed annually. This is a target return and is not guaranteed. The exact compliant wording is subject to confirmation from our compliance team. Past performance is not a reliable indicator of future results.
Is my capital at risk?
Yes. As with any investment, your capital is at risk. You may not get back the full amount you invest. The value of investments and the income from them can fall as well as rise.
Is the fund regulated by the FCA?
The fund itself is unregulated. However, Martin Grey, the fund's director, is directly authorised and regulated by the Financial Conduct Authority (FCA 518817) through AMG FM Ltd. This is an important distinction — the individual managing the fund holds FCA authorisation, but the fund product itself is not an FCA-regulated investment.
Is my investment covered by the FSCS?
No. This fund is not covered by the Financial Services Compensation Scheme. If the fund were to fail, you would not be eligible for FSCS compensation. This is one of the risk factors investors should carefully consider.
What is the minimum investment?
The minimum investment is £100,000. There is no maximum, and we welcome larger allocations from investors who have completed their own due diligence.
Can I exit early?
No. Your capital is committed for a 2-year fixed term. There is no provision for early exit or redemption during this period. You should only invest capital that you do not need access to for the full term.
How is my capital deployed?
Capital is deployed across four UK property sectors: residential, commercial, development, and bridging. This diversification is designed to balance income, capital growth, and risk. Approximately 90% of opportunities are sourced off-market through direct relationships.
How do I receive my returns?
Returns are distributed annually. You will receive a payment into your nominated bank account along with a detailed statement of the fund's performance.
What reporting will I receive?
All investors receive annual reporting via email. For larger investors, we also offer Teams calls or face-to-face meetings with the directors to discuss fund performance and strategy.
How does the 8% return compare to other investments?
We do not provide comparative financial advice. The target return should be evaluated in the context of your own investment goals, risk tolerance, and portfolio. We strongly encourage all investors to seek independent financial advice before investing.
Should I take financial advice before investing?
Yes. We strongly recommend that all investors seek independent financial advice before making any investment decision. Nothing on this website constitutes financial, investment, or tax advice.
Let's talk
Our directors are available for confidential conversations about the fund, the strategy, and how it might fit within your portfolio.
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