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The Harvest Liquid Property Strategy aims to provide investors with an alternative to direct property investment. The Strategy offers global property exposure combining the ability to trade freely with the availability of a reliable stream of income.

It is Harvest’s view that property represents both an appropriate and highly attractive asset class for long term investment purposes, whether for pension funds or for other forms of long-term savings. Over the long term, global property prices tend to move ahead of inflation while also offering investors a strong and reliable source of income.

Source – Financial Express

Summary of Investment Objective

The investment objectives of this strategy are threefold

  • to take advantage of the income generating power of property.
  • to gain a diversified exposure to global property.
  • to buy into an asset class which has under performed internationally in recent years.

Strategy Overview

Base Currency – EUR

Total Net Assets – €1.2BN

Annual Distribution Target (Net) – 4.0%

Liquidity – Daily

Performance of the Harvest Liquid Property Strategy

Source Financial Express

Commentary on Recent performance

Against a backdrop of falling equity and bond markets, the Liquid Property Strategy has performed well. Over the past month the value of the strategy has grown by more than 3% and over the past 12 months by an impressive 17%. Property has traditionally been seen as a good hedge in inflationary times and it will be no different this time around. The strategy has no exposure to high street retail, an area which will continue to suffer. The income side of the strategy continues to hold up very well, helped by a
special dividend from the Schroders Trust paid in December. (March 2022)

How do I find out more about the Harvest Liquid Property Strategy?

To find out more about the Harvest Liquid Property Strategy and to determine if it is suitable and appropriate for your portfolio please speak to your Client Advisor, call us on 01 237 5500 or email justask@harvestfinancial.ie

Past performance is not an indicator or guarantee of future performance. The value of units in the strategy and income received from it can go down as well as up, and investors may not get back the full amount invested. Other charges and taxes payable by an investor may not be included in the figures.

Warning: If you invest in this fund you may lose some or all of the money you invest. Past Performance is not a reliable guide to future performance. This fund may be affected by changes in currency exchange rates. The value of your investment may go down as well as up. Income may fluctuate in accordance with market conditions & taxation arrangements.

This marketing information has been provided for discussion purposes only. It is not advice, it is provided for general information purposes only and does not fully take into account your financial position, investment needs and objectives, attitude to risk, liquidity needs, capital security needs, capacity for loss, etc. It should therefore not be relied upon to make investment decisions. Prior to any formal investments taking place you will be provided with a detailed suitability letter taking into account all the above and outlining why the investment(s) are (not) suitable for you.

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Tel: +353 (0) 1 237 5500, Fax: +353 (0) 1 237 5555. Email: justask@harvestfinancial.ie