At a time when bank interest rates are extraordinarily low, PPI provides access to a wide range of secure and stable investment opportunities that offer significantly enhanced income returns


Concept

Mortgage Trusts are a very common form of investment in Australia. They make commercial loans with security taken and secure those loans against physical property i.e., land and buildings. Investors provide pooled financing for the capital secured Trusts in exchange for a higher return than bank interest rates.


Summary and Term

Two income generating funds are available for investment from a reputable Queensland based company managing funds linked to such Trusts. It has been operating for ten years very successfully in this sector and has always paid distributions to investors in excess of bank interest rates, without ever having suffered a capital loss. Minimum term is 12 months with a maximum of 36 months; and for one of the funds income distributions are available quarterly (monthly in AUD) as well as at the end of the chosen investment term.

Investment Opportunity

PPI has a long established business partnership with the above company. Their funds are fully hedged into a variety of international currencies. Income yields currently range from 2.75% (Yen to 9.5% (AUD) per annum depending on the currency, fund and term.. The funds are described as being low to medium risk and have been awarded a '5 Star' rating by 'Morningstar', their highest rating.


Concept

Direct Ownership of Canadian Shopping Malls via units of undivided interest that will provide immediate high yield annual income and significant capital appreciation potential from an existing, simple and secure Canadian asset.



Summary and Term

This investment opportunity operates in 5 year cycles with the income paid every six months. The Mall may be sold at any time with the agreement of the investors. However, should an exit not occur before the end of the 5 year term, the mall will be re-valued and re-mortgaged in order to release equity to investors. Thereafter, the next cycle commences with the income stream and capital appreciation opportunity intact, as at the outset

Investment Opportunity

PPI has established a business partnership with a very reputable company that offers direct investment in Canadian Shopping Malls as above. The current offer income yield is 7.3% per annum which will be delivered from inception and the expected capital appreciation should comfortably reach 10% per annum.


Concept

Third party litigation funding 'invests' in litigation or arbitration matters by way of financing the associated costs for an agreed return of the awarded damages or pre-agreed funding fees. The investment is made in litigation, primarily within the UK, but very often in other jurisdictions or in international law cases, and always where the litigant is claiming a financial award, and has good prospects of succeeding. It is often the case that a litigant is unable to proceed with a claim, not due to lack of merits, but because they do not have the funds to do so - in some cases due to the actions of those against who they are looking to bring the claim. The costs of bringing a case can be prohibitive. Whilst the general position is that when a case concludes, the losing party has to pay the successful party's costs, this does not help with the cost of achieving that conclusion.

Risk Protection

The introduction of what is known as After the Event ("ATE") Insurance has removed the risk element of litigating and losing, thus enabling the pursuit of cases to become conditionally* risk-free, but not cost-free. This is because an ATE Insurance policy will only pay out if and when a case loses - it does not help with the cost of bringing that case to a conclusion. Of course, if a case succeeds, then the costs are usually ordered to be paid by the losing opponent in any event. Additional security is now available via the issuance of Structured Notes linked to one particular fund, providing both principal protection and secured double digit fixed returns.

Summary and Term

In its most basic form, third party funding of disputes permits a party to a potential lawsuit or arbitration to obtain funding for some or all of the legal costs and expenses associated with that dispute in return for a share of any recovery whether through settlement or ultimate adjudication. It will "level the playing field" between parties in a dispute, especially when one side has vast financial resources and is looking to stifle their opponent's claim with what is known as "deep pocket" litigation. The fact that provisions are already in place to cover the costs, win or lose, makes litigation funding an investment opportunity that offers excellent distributions from case winnings with mitigated risk. The term of investment will either be completely open or a relatively short fixed term. The current maximum fixed term is two years.

Investment Opportunity

After extensive due diligence PPI now deals with providers of regulated funds that specialize in litigation funding. These funds only select cases with strong merits for funding, as the best investment returns will come from cases that succeed. Investment capital protection is provided by the use of ATE insurance and, in the case of Argentum Structured Notes, both principal and fixed returns equaling in excess of 10% per annum are secured by additional underwriting.


Concept

Fine wine is a collectible form of investment that comes with an excellent track record. The consistent returns offered by fine wine over time have proven this so called 'passion investment' to be low risk, relatively stable and also very suitable for income.



Summary and Term

The wines on offer are of only the highest quality from Bordeaux and are kept as 'managed cellars' in an underground high security storage facility in the UK, where the Queen of England herself has a collection. There is no specific term imposed although investors are recommended to hold their collection for at least three years. Income may be drawn down based on asset value after one year of investing. All wine is valued in GBP and returns of a 'managed cellar' have exceeded that of the UK FTSE for over 3 decades. The fine wine investment market itself has a history of over 300 years, during which time this market has survived evolution, revolution and even war.

Investment Opportunity

PPI has an established business relationship with one of Europe's leading a fine wine investment companies who state that returns on wine investing are influenced first and foremost by demand; good vintages attract more buyers and since there is a strictly finite quantity (reducing as the wine is drunk) prices tend to rise. Given that Asian demand is currently very strong, which is predominantly for consumption, the demand and supply dynamic is holding very firm indeed. This has fuelled in excess of 20% compound annual growth over the past five years, a statistic that is forecast to continue for the foreseeable future.


Concept

As a substitute for our planet's every decreasing supply and increasing demand for hardwood, Bamboo clearly is playing a more significant role. A single Giant Bamboo clump can produce up to 15 kilometres of marketable product. Giant Bamboo posseses a tensile strength capacity stronger than most steel. Investment in to this form of managed forestry is now available and is classified as low to medium risk. It is very suitable for investors who require both capital growth enhanced income.

Summary and Term

Marketable uses for harvested Giant Bamboo include: Construction; Decorative accessories; Energy & Bio-refinery; Flooring; Musical Instruments; Furniture; Paper and Textiles. While the reasons for investing in the future of Bamboo are many, all are green. As more and more manufacturers and marketers of products discover the incredible versatility of Giant Bamboo, the value will increase. The term of investment is 15 years but annual returns commence at the beginning year four onwards and are distributed as income.

Investment Opportunity

PPI in partnership with reputable Southeast Asian Managed Forestry company offers Giant Bamboo as an investment for both capital growth and an excellent source of income. According to a statement issued by the United Nations,"During the past 20-years Bamboo has developed as an exceptionally valuable and often superior substitute for wood. Bamboo may replace wood in many industrial applications and thereby contribute to the saving and restoration of the world's forests." In addition to its obvious and remarkable potential as an alternative to hardwoods, Bamboo consumes 4 times more CO2 than regular trees and produces 35% more oxygen. As the people of the world learn more about the environmental advantages of substituting Bamboo for hardwoods, it will become an even more preferred commodity. Those who 'think green' will demand it; those who seek to 'earn green' will be rewarded by it! Annual returns are conservatively projected to be comfortably in double figures.


Concept

Factoring investment provides a secure offshore income solution with principal protected via collateral and/or insurance. In simple terms factoring provides corporate loan finance in exchange for accounts receivables in the form of company invoices. Collective funds associated with factoring offer principal protection with certain other key attributes that are rarely found in other investment vehicles, resulting in an excellent source of income coupled with safety for investment portfolios.

Risk Protection

Client capital is protected in two ways via a fund structure. Firstly, lending procedures operated by institutional Credit Advisors for approved collateral are extremely strict. All loans are secured by accounts receivables (invoiced debt) which must exceed the value of the loan. The second aspect is that the receivables are either backed by a Government agency or a comprehensive insurance. Each accounts receivable is insured for 100% of its value and in the unlikely event of a default, the insurance would cover a shortfall. PPI does not recommend fund structures that use derivative strategies, strip bonds or synthetic trading to enhance returns and increase risk.

Summary and Term

Through the use of Credit Advisors, loans are made to businesses in a diverse group of industries. Many of the companies are growing so fast that they are unable to finance the cost of growth. As a result, they use their higher rated collateral or accounts receivables as collateral to obtain a loan for cash flow purposes. Specialist offshore funds are now available that help finance Credit Advisor loans and in return provide principal protection and secured double digit fixed returns. The minimum term for this form of investment offered by PPI is currently five years.

Investment Opportunity

PPI has an established relationship with a leading offshore fund house specializing in factoring investment. Their funds offer both principal protection and 10% per annum fixed returns secured by the above risk protection features in five year cycles. Fund denominations are available in three currencies and investment can be made directly or via personal portfolio bond platforms.