search.noResults

search.searching

dataCollection.invalidEmail
note.createNoteMessage

search.noResults

search.searching

orderForm.title

orderForm.productCode
orderForm.description
orderForm.quantity
orderForm.itemPrice
orderForm.price
orderForm.totalPrice
orderForm.deliveryDetails.billingAddress
orderForm.deliveryDetails.deliveryAddress
orderForm.noItems
ALLOCATION TO ALTERNATIVE INVESTMENTS CONTINUES TO INCREASE…


UK ENERGY STORAGE UK ENERGY STORAGE


ENERGY STORAGE SYSTEMS (ESS) are utility-scale systems typically containing batteries that can both absorb and release energy in near real time


Renewable energy is an increasing share of the UK electricity mix


Renewable energy is an increasing share of the UK electricity mix


Cost-effective battery-based storage plants have emerged as a solution to address the challenge of renewable intermittency for the National Grid


Cost-effective battery-based storage plants have emerged as a solution to address the challenge of renewable intermittency for the National Grid


Returns are not dependant on subsidies and are uncorrelated to the absolute level of wholesale power prices


UK FORESTRY UK FORESTRY


Proven asset class for institutional, family office and private investors


Global timber demand expected to increase substantially


Global timber demand expected to increase substantially


Effective diversifier; returns have low correlation to mainstream asset classes historically


Effective diversifier; returns have low correlation to mainstream asset classes historically


10 Year Return vs Volatility 10 Year Return vs Volatility UK FORESTRY UK FORESTRY


14% 16% 18%


12% 10% 8% 6% 4% 2%


0% -2%


14% 16% 18%


12% 10% 8% 6% 4% 2%


0% -2%


UK COMMERCIAL PROPERTY


GLOBAL INVESTMENT GRADE BONDS


US FORESTRY US FORESTRY


Source: FIM Forestry calculations using Bloomberg data. IPD UK Forestry and IPD UK Property Indices, MSCI World/Emerging Markets Indices, FTSE All Share Index, FTSE AIM Index, UK Gilts, UK Inflation, PIMCO Global Bond and NCREIF US Timberland Index – data from 1 January 2008 to 31 December 2017


Source: FIM Forestry calculations using Bloomberg data. IPD UK Forestry and IPD UK Property Indices, MSCI World/Emerging Markets Indices, FTSE All Share Index, FTSE AIM Index, UK Gilts, UK Inflation, PIMCO Global Bond and NCREIF US Timberland Index – data from 1 January 2008 to 31 December 2017


0% 5% 10% 15% 20% 25% 30% 35% Volatility over 10 years (standard deviation)


0% 5% 10% 15% 20% 25% 30% 35% Volatility over 10 years (standard deviation)


GLOBAL INVESTMENT GRADE BONDS


UK COMMERCIAL PROPERTY


UK EQUITIES GLOBAL EQUITIES


UK EQUITIES GLOBAL EQUITIES


MARKET EQUITIES EMERGING


EMERGING MARKET EQUITIES


Tax-free revenue and capital appreciation with 100% relief from inheritance tax (after two years of ownership)1


Tax-free revenue and capital appreciation with 100% relief from inheritance tax (after two years of ownership)1


Proven asset class for institutional, family office and private investors


Returns are not dependant on subsidies and are uncorrelated to the absolute level of wholesale power prices


ENERGY STORAGE SYSTEMS (ESS) are utility-scale systems typically containing batteries that can both absorb and release energy in near real time


60% 60


50% 50


40% 40


30% 30


20% 20


10% 10%


0% 0%


COAL COAL


NATURAL GAS NATURAL GAS


Source: BEIS Reference Scenario Source: BEIS Reference Scenario


UK SOLAR UK SOLAR


UK clean energy demand is expected to increase substantially as the economy continues to decarbonise


Partially index-linked revenues, highly cash generative asset with a 25 year+ economic life


Partially index-linked revenues, highly cash generative asset with a 25 year+ economic life


Low volatility in annual output providing predictable cash distributions


Exposure to potential upside from UK power prices which are forecast to rise over the long term


CONTACT US CONTACT US


Exposure to potential upside from UK power prices which are forecast to rise over the long term


Low volatility in annual output providing predictable cash distributions


UK clean energy demand is expected to increase substantially as the economy continues to decarbonise


NUCLEAR NUCLEAR


RENEWABLE ENERGY RENEWABLE ENERGY


ALLOCATION TO ALTERNATIVE INVESTMENTS CONTINUES TO INCREASE…


HERE ARE SOME OF THE ASSET CLASSES WE SPECIALISE IN HERE ARE SOME OF THE ASSET CLASSES WE SPECIALISE IN


UK electricity generation mix – Renewable energy on the rise UK electricity generation mix – Renewable energy on the rise


020 3837 6270 info@greshamhouse.com greshamhouse.com


020 3837 6270 info@greshamhouse.com greshamhouse.com


1Gresham House does not provide taxation advice. Prospective 1prior to making any investment decisions.


1Gresham House does not provide taxation advice. Prospective 1investors are advised to consult their own professional advisers


1investors are advised to consult their own professional advisers 1prior to making any investment decisions.


Gresham House Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (“FCA”) reference number 682776


Annualised 10 year return (%)Annualised 10 year return (%)


Share (%)


2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025


2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025


Share (%)


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52