Each year when a forest investment’s Annual Investment Reports are prepared (namely the Financial Statements), an update made to the investment’s Indicative Value at balance date for a typical share unit of 200 shares. If you have shares in a Forest Enterprises Limited Partnership investment, you will find the updated Indicative Value usually on page 17 of the investment’s annual Financial Statements.

To download and read the latest Annual Investment Reports for your Forest Enterprises forest investment (Managed Investment Scheme), search by ‘scheme name’ on the Companies Office Disclose Register.

An update to the Indicative Value may also be provided when a client is selling their Forest Enterprises shares.