Key Features & Benefits

• Available in Sterling, Euro and US Dollars, this lets you choose the currency that best suites your requirements.
• Minimum Initial Investment £10,000, €10,000 or US$10,000 gives you affordable access to a high net worth investment strategy.
• Minimum additional investment of £5,000, €5,000 or US$5,000 after establishment.
• 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 monthly. This lets you make additional deposits or ad hoc withdrawals when required.
• A regular drawdown facility can supplement your income and lets you automatically receive a set amount of cash up to twice a year.  The drawdown facility is by redemption of units.
• The fund does not distribute income, which offers potential tax benefits to investors, in particular, jurisdictions with capital gains tax.
• 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.
• The funds gives you access to some of the worlds most sought after investment managers.
• Excellent diversification across bond, property, equities and alternative investments reduces your risk, as all your eggs are not in one basket.