New Launch - Tranche 8 - Acorn Property Portfolio Product

Stockbrook Capital is a global, multi-asset introducing broker (IB) appointed by Acorn Property Invest, the fundraising arm of Acorn Property Group. Stockbrook Capital is responsible for marketing and introducing shares to suitable investors, ensuring regulatory compliance and conducting thorough due diligence checks to confirm suitability.

As an introducing broker, Stockbrook Capital helps clients navigate the financial markets and provides access to a range of investment opportunities. We may also offer research, analysis, and other support services to help clients make informed investment decisions.

Acorn Property Group, on the other hand, is a leading property developer, specialising in the south-west of England. Their investment offering is designed to provide easy access to diversification options and attractive yields for investors. By utilising the capital raised from these shares, they are able to support the development of bespoke and luxury property developments.

Together, Stockbrook Capital and Acorn Property Group aim to provide investors with a comprehensive investment solution that combines the expertise of both firms with a focus on capital growth, income and ethical and mindful investing.

A redeemable share with fixed income is a type of investment that combines features of both stocks and bonds. It offers investors regular, fixed dividend payments, similar to the interest paid on bonds, making it a predictable source of income.

Redeemable shares and common shares are different types of stock a company can offer. Redeemable shares can be bought back by the company and usually provide fixed, regular dividend payments, making them a more predictable income source. However, they often don't come with voting rights. 

On the other hand, common shares can't be bought back in a predetermined way and offer variable dividends based on the company's performance, but they do give shareholders the right to vote on company matters. In case the company goes out of business, redeemable shares typically get paid before common shares.

A corporate guarantee is a promise made by a company to take on the financial obligations of a third party if that party fails to meet its debt or payment obligations. Essentially, it's a way for one company to back up the creditworthiness of another, offering assurance to lenders or suppliers that the debt will be repaid. This can help the third party secure loans or favourable terms from creditors, as the corporate guarantee reduces the risk involved.

Your money with Acorn Property Group is protected in two key ways. Firstly, the investments are asset-backed, meaning they are secured against tangible property assets, reducing the risk of loss. Secondly, Acorn provides a corporate guarantee, which means that the company itself guarantees the repayment of your investment, offering an additional layer of security. This dual protection aims to safeguard your investment, providing confidence in the stability and reliability of the returns.

Bluewater Capital are an independent trustee representing the interests of the shareholders.

Bluewater Capital work with Acorn Property Group to verify the eligibility of investors and manage the payment processes for investments. They handle aspects such as anti-money laundering checks and the processing of payments, ensuring that the investment process adheres to regulatory standards and runs smoothly for investors. Bluewater Capital is a critical partner in maintaining the integrity and security of the investment platform offered by Acorn Property Group​

Bluewater Capital Limited (“BWC”) is authorised and is regulated by the Financial Conduct Authority (FRN 789335).  Please note, not all of BWC’s services are regulated by the Financial Conduct Authority, such as our Security Trustee and Receiving Agent services.

BWC is a limited company, registered in England and Wales (No. 10870130), with registered office at 53 Calthorpe Road Edgbaston, Birmingham, United Kingdom, B15 1TH. BWC is registered with Information Commissioners Office (“ICO”), number ZA287640

Acorn Property Group offers various investment term options to suit different investor needs. Here are the primary options:

1. Fixed-Term Investments: These typically range from one to five years. Investors can choose specific projects to fund and receive fixed-rate, fixed-term returns plus a share of profits upon completion​.
2. Flexible Investments: For those seeking more adaptable options, Acorn offers products like the Acorn Flexi Portfolio, which provides a one-year term and the flexibility to adapt to market changes​​.
3. Fixed-Income Portfolio: This option allows investors to spread their investment across a range of projects, providing quarterly income payments. It’s designed for those looking for regular, predictable income​.

These investment options are structured to cater to varying financial goals, whether seeking regular income or capital growth.

The redeemable share coupon is paid quarterly (every 3 months). The payments are part of Acorn's fixed-income investment products. Investors receive these payments as part of their agreement, which specifies the return rate and schedule upfront. This predictability makes it easier for investors to forecast their financial returns and manage their investments effectively.

Investors can choose to invest in specific property development projects through redeemable shares. These shares not only provide quarterly income but also potential capital growth upon the project's completion.

Example: If an investor puts money into a project with a three-year term, they can expect to receive quarterly payments throughout these three years. At the end of the term, they would also receive their initial investment back along with any additional profits from the project’s success​ 

The minimum investment is £25,000

The key individuals at Acorn Property Group include Romy Summerskill, Executive Chairman, with extensive leadership in property development; Melanie Omirou, Group Managing Director & Funding Director, who manages financial strategies and investor relations; Julian Hampson, Group Design Director & Acorn Green Ambassador, focusing on sustainable and innovative design; and Duncan Rothwell, Group Commercial & Project Director, ensuring high-quality project delivery. Together, they bring decades of experience in the property sector​.

Acorn Property Group has a rich history of successful property developments across the UK. Some notable examples include:

1. The Liner, Falmouth: This flagship development features 52 apartments and penthouses with stunning sea views over Gyllyngvase beach. It showcases Acorn's commitment to high-quality, design-led residential projects​.
2. The Old Printworks, Frome: A development on the former Butler, Tanner & Dennis site, this project includes 159 apartments and houses, blending historical elements with modern design to create a vibrant community space​​.
3. Cubis Bruton, Somerset: An innovative residential project offering contemporary homes in a picturesque setting, focusing on sustainable living and modern design​.
4. Cross Farm, Wedmore: A collection of 31 homes in one of Somerset’s most picturesque villages, designed to complement the local architecture and provide ample open spaces for residents​​.

These developments exemplify Acorn's dedication to creating bespoke, sustainable, and high-quality living spaces that cater to the needs of diverse communities.

At Acorn Property Group, you generally cannot trade out your fixed income shares early. Fixed-income investments are designed to last for a defined period, during which you receive regular coupon payments. These investments are structured to pay a fixed amount until maturity, at which point you get your original investment back. However, it is always best to check specific terms and conditions for each investment or consult with Acorn directly for any potential options regarding early exits.