Key Features & Benefits

• Minimum Initial Investment £5,000 gives you affordable access to an absolute return investment strategy which is considered as a “Safety First” approach.
• Excellent diversification across bond, property, equities and alternative investments reduces your risk, as all your eggs are not in one basket.
• The fund gives you access to some of the worlds most sought after investment.
• 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.
• Easy access to your money as the fund deals weekly. This lets you make additional deposits (min £1,000) or ad hoc withdrawals when required.
• The fund does not distribute income, which offers potential tax benefits to investors.
• A regular savings plan (From £100, €150 or $150 per month) option lets investors save to build a nest egg for a specific purpose such as funding children’s higher education.
• Clear reporting with online facilities, contract notes, statements and the availability of fact sheets make tracking your investment easy.
• The Fund takes care of the collection of dividends and reinvestment of capital gains, removing the heavy administrative burden associated with holding individual funds..