THE RICHER RETIREMENT SPECIALISTS

NORDIC LISTED ENGINEERING BOND

LISTED

BOND

a Minimum £2,500a Rate of return 7.5% per annuma Listed on recognised exchangea Returns paid six monthly in arrearsa ISA, SIPP, SSAS and QROPS approveda Restricted investment subject to status

WHY WE LIKE IT

“The business model is focused on becoming a mini -

conglomerate in a regionrenowned for quality engineering”

This is an investment opportunity in a high yield corporate bond. As a standard asset listed on a recognised exchange, this bond can be held in several tax efficient wrappers including ISA, SIPP, SSAS and QROPS.

The issuing company seeks to acquire financially strong, quality Nordic businesses within well-established market places, using its target identification strategy. The company has been incorporated to acquire companies that fit the following criteria:

• Mature, established companies with low or no debt• Well recognised in their field of service• Founder owned with strong history of profitability• Non cyclical sectors• Blue chip clients

This simple strategy aims to deliver a mini engineering conglomerate, and significant opportunities exists for reduced overheads, improved competitiveness, centralised marketing and the winning of larger contracts that smaller companies would not otherwise handle.

F FIXED INCOME: Yes.

See Key Features for rates.

R REGULAR HIGH INCOME: Yes.

Income paid six monthly in arrears.

E EXIT STRATEGY: Yes.

Sell at any time.

S SECURITY: Yes.

H HANDS OFF MANAGEMENT: Yes.

No involvement needed.

F.R.E.S.H. INVESTMENT

RECOGNISED STOCK EXCHANGE STATUS

WHY CORPORATE BONDS?• Companies use bonds as an alternative way of

raising capital to the traditional bank loan or mortgage.

• Bonds have been a growing part of most savers’ portfolios for years, and many well-known companies, such as Tesco and John Lewis, use bonds to raise capital.

• Bonds provide savers with an alternative to investing in the stock market and other traditional assets.

• Bonds allows holders to enter into markets they wouldn’t usually be able access i.e. commercial property.

• Bonds provide the bondholder with a fixed interest regular return with low volatility.

• Returns provided by bonds are higher than the interest rates offered by traditional savings/deposit accounts from banks and building societies.

KEY FEATURESMINIMUM £2,500

ANNUAL RETURNS (NET BEFORE TAX) 7.5%

CAPITAL GROWTH POTENTIAL No

OPTION TO ‘ROLL UP’ INTEREST? No

LOCATION Nordic region

INVESTMENT TERM 5 years

INVESTMENT TYPEIndirect participation. This is a corporate bond.

CURRENCY GBP

SPECIAL FEATURES - Listed on recognised exchange.- Liquid can sell at any time.- Low cost, no management fee.

AVAILABLE TO CASH INVESTORS? Yes

AVAILABLE TO PENSION INVESTORS? Yes (subject to IFA approval).

INVESTMENT RISK - Macroeconomic risk- Currency risk, SEK for business servicing GBP debt- Limited history

“TARGET COMPANIES MUST BE ESTABLISHED IN THEIR FIELD WITH A BLUE CHIP CLIENT BASE”

THE COMPANY

Avantis Wealth is an investment broker, specialising in high income, property investments. We help clients achieve market leading returns from their savings, capital and pensions, leading to greater financial security and a better quality of life.

We target annual returns in the range of 7%-15% net p.a. with investments that meet our F.R.E.S.H. investment strategy. We have a portfolio of 20–25 investments that meet these criteria and can make a significant difference to your income now and value of capital in the future.

THE TEAM

Work with Avantis Wealth and benefit from our strength of experience and understanding of property and asset backed investments. The senior management team offers over 75 years of combined experience in property and investment and are highly focused in achieving the very best from your investments.

Our MD, Rod Thomas FCA has 33 years of investment experience and is the author of “The Pension Disaster And How To Plan For A Secure Retirement”.

The relationship with you is the most important asset we have. Therefore we work hard to earn and keep your trust. These four values underpin the decisions we make and the way in which our company operates:

OUR VALUES

DISCLAIMER

Avantis Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). This is not a financial promotion or an invitation to invest.

Avantis Wealth Ltd does not provide any financial or investment advice. We provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price.

Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service.

This page does not constitute an offer to invest but is for information only. Persons expressing an interest in the bond will receive an invitation document, which they should read and ensure they fully understand prior to making any decision to subscribe. Persons in any doubt regarding the risks associated with investments of this nature should consult a suitable qualified and authorised advisor.

PLEASE CALL US DURING UK OFFICE HOURS

ABOUT AVANTIS WEALTH

VERSION: IFS-B-1.2 31/10/14

FIND OUT MORE

FREEPHONE: 0800 612 0880 LANDLINE: 01273 447 299

INVEST@AVANTISWEALTH.COM WWW.AVANTISWEALTH.COM

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