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How are the properties valued?

Legislation for this type of fund means property valuations have to be carried out by an independent valuer. They visit every property at least every 12 months and provide a valuation following that physical inspection. For the other 11 months of the year, the independent valuer provides a ‘desktop valuation’ – meaning that they refer to their last physical inspection and update the valuation according to information they have on properties being bought and sold in the local area.

However, property valuation is ultimately a matter of opinion rather than fact. In other words, you can’t guarantee that the price it is valued at will be the price it is sold at.

How will I know how my investment is performing?

If you invest through the online portal provided by WealthKernel, you will be able to see the latest valuation of your investment by logging in to your account.

Share price and performance information is also available on a number of third-party websites such as Trustnet, Morningstar and Financial Times.

Remember, past performance is not a guide to future performance and that the value of your investments can go down as well as up.