Secured Lending
The “Shelley UK Secured Lending Fund” invests in loans secured against UK Property. The Fund has a target net 10% annual return after all costs which can be paid to the Investor monthly. The key features are as follows:
- All property loans are secured via a 1st legal charge
- Maximum loan to value for any one loan is 75%
- Every property receives an independent valuation from RICs valuer
- Asset Manager meets every borrower and visits every property
Fund Facts
| Fund Name: | Shelley Investments PCC Ltd |
| Fund Structure: | Guernsey Private Investment Fund |
| Regulator: | Guernsey Financial Services Commission |
| Investment Manager: | Shelley Capital (Guernsey) Ltd |
| Administrator: | Aspida Group |
| Auditor: | BDO Limited |
| Legal Advisors: | Walkers LLP |
| Dealing: | Monthly |
| Withdrawals: | 3 month notice period for withdrawals |
Fund Details - As at 30 September 2023
| Fund Size: | £20.7m |
| Launch: | 08 November 2018 |
| Last audit: | 31 December 2022 |
| Performance: | 47.81% (since inception) |
| 7.65% (9 months to 30 September 2023) | |
| 9.61% (2022); 9.49% (2021) & 9.57% (2020) |