Spotlight on: Care home operating funds

Demographics continue to drive care home fund inflows

Oliver Harris, manager of the Montreux Care Home fund, explains why the relatively unknown sector of care home operating funds should be a key income play for investors

The global financial crisis created a paradigm shift in the perception of investor risk, and prompted investors to look further afield for alternative forms of investment that were immune from the short-term impact of market movements. The subsequent low interest rate environment has also resulted in a major quest for income - driving the prices of many yielding assets well above fair value. As investors seek to address these issues, the nets have been cast far and wide for alternative forms of income.  The UK care home market is one alternative sector. Still relatively unknown, the mark...