From highly skilled, world-class investment managers to the cost-savings of a no-load fund, our investment funds offer you a number of benefits in addition to the unique advantages inherent within each fund family:
- International exposure and diversification
- Access to world-class investment managers
- Active management and oversight
- No entry or exit fees
- No fee to switch fund classes
- You will be kept well-informed
International exposure and diversification
Each of our investment funds represents a pool of assets owned by multiple individual shareholders. Through this strength in numbers you will have access to international investment opportunities and achieve diversification normally only available to much larger investors. Through our five fund families, you can choose from a wide range of asset classes, geographical regions and non-traditional investments.
Access to world-class investment managers
We believe that no single investment manager can be the best in every asset class, in every investment style and through every market cycle. That’s why we carefully select and build partnerships with top-tier investment firms across asset classes and geographical regions around the world.
Active management and oversight
We continuously monitor partners we select to ensure they comply with the agreed investment mandate. If, at any time, we feel an investment partner does not meet our exacting standards, we reserve the right to appoint a replacement.
No entry or exit fees
Unlike many other funds, all of our investment funds are no-load. This means that 100% of your money will go to work for you from the very first day you invest because there is no up-front fee.
No fee to switch fund classes
Because there is no fee for switching from one class to another within the same fund family, we can help you respond to changes in market conditions or to your own personal requirements without incurring additional costs.
You will be kept well-informed
Investment statements, showing the value of your holdings, will be provided to you twice a year, together with the Fund's annual and interim accounts, which include current portfolio information and market commentary.
In addition, fund fact sheets detailing the latest performance figures are produced monthly and are available for your review on our website.
Talk to Us
Discover how we can help you grow your wealth through one of our professionally managed investment funds.
Important legal information regarding these funds - please read the disclaimer before proceeding.
Depending on your citizenship and residency some or all of the Funds may not be available to you. In particular, none of the Funds are available to residents of Canada or citizens or residents of the United States of America.
