Investment Approach

Investment Management for UK Commercial Property Portfolios. We specialise in secure, long term, indexed property income for pension funds, charities and investment trusts.

Value & Income Trust

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Value and Income Trust plc (ticker: VIN) invests in UK direct property and equities. The property portfolio has been managed by the OLIM Property team since 1986. See the trust’s Annual and Interim Reports for further details.

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Value and Income Trust plc currently conducts its affairs so that the shares and debentures issued by it can be recommended by independent financial advisers to ordinary retail investors in accordance with the FCA's rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The Value and Income Trust’s shares and debentures are excluded from the FCA's restrictions which apply to non-mainstream investment products because they are shares and debentures in a UK listed investment trust. A full list of excluded securities can be found on the AIC website.

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Value & Income Trust Literature

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