Live Opportunities > Downing Estate Planning Service
Downing Estate Planning Service
About
The Downing Estate Planning Service is a discretionary portfolio that has been running since 2013. It offers access to two complementary strategies: asset backed trading businesses such as care homes, education and specialist care, and renewable energy and infrastructure. The service targets steady annual returns of 3% to 4.5% net of fees.
Product Fees & Charges
- 2% Initial fee – charged to the investor
- Annual Management fee 0.5% (subject to performance criteria and charged to portfolio companies)
- 1.5% + VAT Annual Admin/Service Fee – charged to the investor
Adviser Charging
Adviser charging can be facilitated from the subscription amount by the fund if agreed and requested. Where an adviser charge is taken this would reduce the investment amount. Any tax reliefs are based on the investment amount.
Key Information
- Current status: Open
- Deadline: Evergreen
- Minimum Investment: £25,000
- Target Return: 3-4.5%
