Alec Hogg speaks with Dino Zuccollo, Head of Investor Solutions, about the Yield Plus fund. Dino elaborates on the fund’s design, which offers an attractive 9% annual return by leveraging the power of compounding and investing in private debt. The conversation begins with Dino explaining the significance of compounding in wealth growth and how the Yield Plus fund capitalises on this principle to deliver substantial returns over time.
The discussion also addresses the fund’s mechanics. Westbrooke operates similarly to a bank but focuses on real estate lending in the UK. The fund fills a market gap left by traditional banks, particularly for loans under £20 million, where banks are less active. It provides high-quality loans against real estate, predominantly in and around central London, with a robust security structure. Investors’ money is backed by tangible assets, reducing risk and ensuring high security.
Dino discusses how South African investors can navigate exchange control and invest through wealth advisors who can facilitate the conversion of funds. For investors based in the UK, there’s more flexibility, including lower minimum investment amounts through advisors.
The fund’s track record is impressive, having maintained a positive performance for six and a half years. Dino highlights the fund’s resilience in strong and weak market conditions, noting its potential benefits amid fluctuating interest rates. Overall, Yield Plus offers a stable, high-yielding investment option with strong diversification and security features.
