info@stellar-invest.com

Call Us: +44 117 317 3794

Wednesday, 21st October 2020, 15:17

We Provide Best Solution for Investments and grow your income


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Background


Our directors have been at the forefront of the efficient UK investment since the early 1990s, when they established the investment and property division of a major independent merchant bank. Over the next decade this company became one of the leading investment houses in the market, with assets under management of some £3.5 billion at its peak.

Drawing on this previous experience, The Stellar Fund was formed in 2008, with the aim of helping investors to multiply their income. Today it remains an independent firm, which is wholly owned by its directors and staff.

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What we do


We offer a wide range of asset-backed investment service which provide investors through a range of qualifying business sectors – while ensuring that they continue to own, and have access to, their capital. These services are underpinned by real assets, that provides investors with 100% income guarantee.

The business activities in which we invest are tailored to suit different objectives, and include forests, farms, renewable energy, hotels, bridging finance, and commercial and residential development – as well as AiM portfolio services and operations on financial markets.


We are focused solely on estate and succession planning, and our clients include individuals, trustees, business owners and those with Lasting Powers of Attorney. Our investment service are designed to create the right balance of flexibility and control – providing these investors with confidence and peace of mind, today and in the future.

Why we are different


  • Compliance
  • Diversification
  • Transparency
  • Commitment


Compliance
We take the responsibility of looking after our investors’ legacies very seriously. This means thoroughly researching our investments, and employing professional legal and taxation advisers – to ensure our investment service are compliant with all current legislation.

Diversification
Our investments are diversified across a range of asset classes, to protect against market risk – and within each service, we then diversify by geography and type of security.

Transparency
We pride ourselves on being totally transparent, starting with full disclosure of all fees. We also provide a clear investment strategy, and regular reports on how each investor’s portfolio is performing.

Commitment
Across all of our Services, our fundamental commitment is capital preservation. We then seek to achieve cautious medium-term growth, which can be distributed or reinvested to suit each investor’s requirements.

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AiM


Enables investment in companies that qualify for Business Relief (BR), which are actively trading on the London Stock Exchange’s Alternative Investment Market (AiM).

Benefits for investors


The popularity of AiM investments has grown as a viable estate planning solution. Provided the initial investment is held at the point of death, these AiM holdings should qualify for 100% relief from inheritance tax after just two years, rather than the standard seven years which other forms of estate planning generally take.

The nature of AiM means that the size of the companies quoted can vary quite dramatically, with nearly half the companies in the index valued at less than £250 million, and only 1% with a value of over £1 billion.

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Strategy


With capital preservation as a key consideration, our service is comprised of a diverse and carefully-selected portfolio of 40 AiM quoted companies. Our in-depth understanding of the type and range of companies quoted on AiM means that we exclude a substantial portion of these companies from our portfolio, because of their higher levels of volatility and relatively small market capitalization.


The value of diversification


We believe diversification is key to protecting against market risk, which is why we offer one of the most diversified portfolios on the market. We hold 40 companies across eight of the ten AiM sectors, and the notable exclusions from our portfolio are the Utilities and Oil & Gas sectors. We also do not invest in companies which have a binary outcome.

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history

1995

Investment Activity

March 26

Our professional team have been at the forefront of the efficient UK investment when they established the investment and property division of a major independent merchant bank. Over the next decade this company became one of the leading investment houses in the market, with assets under management of some £3.5 billion at its peak!

2008

FCA Regulated

June 12

The Stellar Fund was founded as an investment company, registered in England and Wales and authorized and regulated in the United Kingdom by the Financial Conduct Authority with the aim of helping investors to multiply their income. Start operations with companies that qualify for Business Relief (BR), which are actively trading on the London Stock Exchange’s Alternative Investment Market (AiM).

2019

Audit & assurance

February 19

With capital preservation as a key consideration, our service is comprised of a diverse and carefully-selected portfolio of 40 AiM quoted companies. Our in-depth understanding of the type and range of companies quoted on AiM means that we exclude a substantial portion of these companies from our portfolio, because of their higher levels of volatility and relatively small market capitalization.

2020

Online Startup

April 04

Online Startup with new innovate project, that helps small investors take part in our investment activity and get stable high income.

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