Investing for future generations
Target Returns Per Annum
Generations Strategy (1.5% - 2.5%)
Navigator Strategy (4.0% - 6.0%)
50/50 blend target (3.5%)
Target Investment Sectors
Leasing and Lending, Low Carbon Infrastructure and Social Housing
There is no maximum.
£10,000 or more at any time, (each 'top up' will take up to two years to become IHT exempt).
Flexibility and Control
Investors can make new investments at any time and are able to access their funds through regular or ad hoc withdrawals. Triple Point does not charge a fee for switching between strategies (stamp duty may apply).