Multi Asset Growth V Portfolio (MAG V) offers a base investment in agricultural land, gold bullion and ground rents for a minimum of GBP£20,000, and you can adjust the investments to suit your criteria and balance of your total investment portfolio.
CORE PORTFOLIO 2+1+1
The core portfolio we have designed will invest 25% of your funds equally in the four asset classes: agriculture, gold, ground rent and palm oil.
For any investor who wants a totally ‘green’ and ethical alternative asset investment, we are happy to split your funds between just farming and plantation projects. There is no extra cost involved in making these choices, although we urge you to act quickly and provide us with your preferences because the availability of both farmland and forestry acreage is limited.
The farming segment of MAG V will include land in Eastern Europe and in Western Africa, offering predominantly wheat and rice production respectively. We believe this geographical spread offers the right spread of risks in these particular asset classes, in regard to local political and currency risks.
GROUND RENTS & GOLD
Our ground rents investments for MAG V provide a stable, long-term income with the minimum of fuss, while controlling risk. Gold bullion, we believe, still provides the one certainty of value in our changing world, and the best protection against currency fluctuations.
Before making your choice we urge you to research each market first and ensure you choose wisely and in line with your long-term investment goals. MAG V is designed to balance out a wider investment portfolio that may already contain traditional bond and equity holdings, and enhance overall returns.
When looking at total returns for all your investments and putting MAG V into ‘context’, please remember that many traditional fund managers are finding it hard to generate positive returns in current economic conditions, and the significant management fees and commissions which they charge should also be taken into account. You will see that our portfolio has some additional benefits worth considering when comparing it with traditional investment options and savings plans.
RETURNS FROM A UNIQUE ASSET CLASS MIX
At Capital Alternatives, we know that the secret to harnessing the potential of alternative assets is to
capitalise on markets where there is considerable demand and relatively short supply. We already offer individual portfolios for our investors to cover investments in Precious Metals, Agriculture, Property and Ground Rents as stand-alone investments. MAG V goes even further by combining what we believe are the strongest asset classes for the future into one core holding.
It’s up to you how much of which assets your want to own. We aim to select the closest equal percentage split amongst the assets selected, and our sales team will be more than happy to assist you in your decision making and to ensure you know exactly where your investment is being placed. This flexibility is there to allow each investor to tailor the MAG V portfolio to suit his/her investment criteria and asset preferences. However, we must urge you to contact us quickly to ensure getting the balance you require – the farming and forestry assets are in limited supply.
ASSET ALLOCATION & MIX
We have structured the MAG V portfolio to give you the choice of holding all four of the underlying asset classes or rebalancing to suit your own investment needs and preferences. If you stick with the base portfolio, each asset class will account for approximately 25% of your portfolio exposure. But you can opt to invest in just two sectors (50%+50%) or (75%+25%), or in three on the basis of 25%+25%+50%. In addition, because both the farmland and plantation sector cover two projects – wheat farming in Eastern Europe and rice farming in West Africa, and a reforestation project in Brazil.
Annualised and Cumulative estimated returns on four sample portfolios* (see pie charts)
*Figures based on annualised forecast performance for Agriculture and on historic average annual returns for Gold and Ground Rents to year-end 2010. Gold performance based on historic GBP per ounce annual gains.
Please also note that 2011 performance for Gold would have boosted these numbers.
OPTIONAL ASSET MIX EXAMPLES: