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A
Close Look
The objective of the fund is to produce an attractive level of
income in Euros, which is paid four times a year. It achieves this by
investing in high quality fixed interest securities, predominantly of investment
grade. This cautious approach provides a low risk environment for an
investor’s
capital while allowing good income potential.
Key Features & Benefits
- The fund offers a good degree of security as it only invests
in investment grade fixed income instruments.
- Your capital is actively invested across a range of investment
grade bonds.
- Minimum initial investment of €6,000 gives you affordable
access to a high net worth investment strategy.
- Subsequent investments of €1,200 after establishment.
- Easy access to your money as the fund deals weekly. This lets
you make additional deposits or ad hoc withdrawals when required.
- The fund pays dividends quarterly and is ideal for supplementing
other income streams.
- All income is paid in Euros and can be paid direct your bank
account.
- A regular savings plan (from €150 per month) option lets
investors save to build a nest egg for a specific purpose such
as funding children's higher education or supplementing pension
income.
- Clear reporting with online facilities, contract notes, statements,
published prices and the availability of fact sheets make tracking
your investment easy.
- A single dealing price means there is no bid offer spread in
the fund pricing mechanism so the price you see is the price you
get.
Click here
to view Offshore Fund fact sheet
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