The Surrenda Link Investment Fund (SLIF) is celebrating its third anniversary by revealing overall growth of 24% since launch. In comparison, the FTSE 100 has fallen 34% in this period.
SLIF was the first of its kind to combine Traded Endowment Policies (TEPs) with commercial property.
So far this year the fund has seen large uplifts in the value of many of its properties. Retail properties in Romford and Wembley have increased in value by 12% and 9.8% respectively.
In addition to strong capital growth, the fund's property portfolio has a rental yield of 8.4%.
SLIF draws on the expertise of investment adviser Surrenda-link and property adviser Keningtons, allowing investors to take advantage of the complementary asset classes of property and TEPs.
Matthew Roche, marketing manager at Surrenda-link says: “The combination of TEPs and property creates unique and attractive investment characteristics. First, they have both produced similar returns over the last five years and secondly, they follow different market cycles creating a low volatility investment.”
He adds: “Surrenda-link is a leading investment adviser in TEP based investments. Investors benefit from the underlying assets in TEPs which are well diversified between UK and overseas equities, property and fixed equity stock.
“SLIF's property investment strategy focuses on properties that have reliable and well established, largely blue chip tenants, generating a high level of rental income for the long term.
“SLIF provides investors with an opportunity for ownership of commercial property. Investors that see the quarterly SLIF updates can see how encouraging this fund really is.”