Alternative Investments - Options For Investors?

Residential property prices have crashed. The stockend of the market. In a recession, it's going to be
market smashed last year. With the base rate atdifficult to offload a vintage Bugatti - and auction
0.5%, the best bank accounts aren't yielding muchhouses such as Bonhams ( which has a specialised
more than 3%. No wonder investors are looking forvintage car department, have high charges.
alternatives. Even if they only offered similar returnsInvestment in art
to cash and equity investment, alternativeInvestment in art is perhaps the most attractive
investments would still provide portfolio diversification.lifestyle investment; again, the entry point can be
So what are the some of the options available toquite low, particularly with modern prints. You can still
investors?get a Picasso print for less than £1,000.
Agricultural investmentHowever, though art is often sold as 'recession
One interesting alternative is agricultural investment.proof', this is not true. The art world is prone to
Buying an arable farm might not be realistic for mostbubbles - pop art, particularly Andy Warhol, fetched
investors, but pooled investment funds now allowhigh prices in 2007, but the bottom fell out of the
investors to put as little as £1,000 a time intomarket last year. And several high value works by
jatropha plantations (a form of biofuel) via Green OilBritArt doyen Damien Hirst failed to sell in the
Investments, wheat in Western Australia viaimmediate aftermath of the Lehman crash. On the
Hurlingham Capital, and teak plantations in Costa Ricaother hand if you buy works by an artist or school
via Costa Rica Invest.that isn't currently in fashion, and they get
While investors could equally - and more easily -'discovered', you could strike it lucky.
purchase a commodities ETF, these investments giveAnyone considering investing in the art market should
an exposure to land values as well as commodityconsider exhaustive research before getting their
prices and income. Hurlingham's wheat basedwallets out. The auction houses, Christie's and
investments offer low risk (the capital value is partlySotheby's, are a good source of information, though
protected) together with yields around 8% a year,of course they do have a vested interest; is another
and terms from 5 to 7 years. These look highlyexcellent resource. But taste is subjective, of course
attractive for the income investor. Other prospects,- there is no objective value criterion to refer to, as
such as some of the biofuels investments on thethere is with equities.
market, offer much higher returns, but haveSo although art investment offers both the prospect
potentially higher risks, being based in countries whereof diversification, and positive returns, it's difficult to
political risk is high. Not all such schemes offer annualsee how investors can achieve this in practice.
returns; some require a 5-15 year investment periodIt's also worth noting that art is another illiquid
(for instance, in teak, even if bought as an existingmarket, with high transaction costs to both buyers
plantation).and sellers (auction houses charge a buyer's premium
This is still a fairly new area of investment, andof 10%). It is not a market for 'flipping' or short term
investors should do due diligence on the legal smalltraders. There are no tax advantages to an
print of the scheme as well as the underlyinginvestment in art, and those wanting to buy pictures
investment story.to put in a SIPP should notice that they won't be
Forestryable to hang them on the wall - personal use of SIPP
Forestry, on the other hand, has a long history as anassets is barred.
investment for high net worth individuals in the UK.However the big difficulty with both vintage cars and
There are substantial tax breaks for forestry - noart investment is that it's fatally easy to confuse
income tax or CGT is payable, and forestryrational investment with emotional attraction. That's
investments are free of inheritance tax liability onceeven worse with another alternative investment,
they have been owned for two years.wine - because at least with art, if you hang a
Yields are volatile but can be nifty. Although forestrypicture on the wall, it doesn't destroy its investment
returns fell from the 31.6% enjoyed in 2007, 2008 stillvalue. With wine, open your long-cellared bottle, and
saw a 7% total annual return - way ahead of theyour investment has just disappeared.
commercial or residential property sectors or theWine
stock market.However wine has done extremely well in the past
However, it's an expensive business to get into -few years. The Liv-Ex wine index stood at 120 in
funds are available through FIM, but the minimum2005, and had reached 264 in summer 2009. By
investment is £50,000. And this is a long termdefinition, the annual supply of wine from the top
investment - it can take twenty years to harvest avineyards in France can't increase. Vintage wine also
plantation, during which time there's no income.improves with age, so the longer you hold it, the
Vintage cars and boatsmore the price should increase, if you've made the
More 'lifestyle' investments include vintage cars andright selection to start with.
boats. Here again there's potentially a tax advantageWine is another investment that is free of capital
- since they count as wasting assets, such assetsgains tax. If you buy it 'in bond', as a pure
have no CGT liability. (Don't forget though that thisinvestment, you also don't have to pay excise duty -
also means losses can't be claimed against profits ona significant saving. There are a number of advisers in
other assets such as shares.) Pre-1973 cars also havethis market; Albany Wines provides advice for
a zero rate of road tax - though you'll still need toinvestors wanting to invest in Bordeaux wines, and
get them MOT'd.suggests £10-20,000 as a good starting
For novice vintage car owners, a good suggestion isamount to create a diversified portfolio.
to choose a car with a strong owners' club, which isOf course wine is purely a capital play; there is no
a good source of advice. Owners will need to be ableincome during the term of the investment. To
to maintain the vehicle in pristine condition - so this iscompare wine with equities, then, you'd have to
not an investment to undertake if you're occasionallycompare not just the prices, but the total return on
short of funds. In fact, it will cost money every year,equities, including dividend income - and once you do
in insurance and maintenance, and pays no income -this, the returns from wine don't look quite that
so if you don't make a good capital return at the endattractive. Investors should also note that this has
of it, you've lost out. However, it's a market that canbeen a favoured area for scams and frauds - a
be entered at a relatively low cost. For instance annumber of firms set up to help investors buy wine en
MGB Roadster will set you back £6-8,000 -primeur (basically a forward contract) went bust,
less than a new Ford Mondeo. And of course if youhaving not passed investors' money on to the
want to drive the car, no one's stopping you -vineyard. Check out before parting with any money.
though more than a few hundred miles a year, andConclusion
you could be reducing the capital value of the car.Alternative investment can provide helpful
There is no index for vintage car prices, so investorsdiversification for a portfolio. However, it requires at
need to research the price history for the specific carleast the same degree of rigour, discipline and
they're looking at. Some cars have done well -scrutiny as traditional stock market investing, if not
others, though, have fallen back. Morris Minors havemore given that these classes of assets tend to be
lost 40% of their value since the 1980s. Investorsfar less regulated. Each market has its idiosyncrasies
need to do their own work here - there don't appearand there are a number of major pitfalls, not least
to be any investment managers or advisers in thisthe potential for liquidity to dry up and the exposure
field, as there are in forestry or wine investment.to changes in taste.
It can also be difficult to sell, particularly at the high