Key Features
Depending on what your investment
objectives are and in which part of the fund you choose
to invest – these are the key features of each
section:
- 100% Allocation
- No initial charges
- 7% (net of fees) annual growth
target
- 1% Annual Management Charge
- Fully regulated Cayman Islands
Mutual Fund
- Monthly dealing and valuation
- May be included in Personal
Portfolio Bonds, wraps or platforms.
- FSA Regulated Investment
Advisor.
|
- 100% Allocation
- No initial charges
- 7% (net of fees) annual growth
target
- 1% Annual Management Charge
- Fully regulated Cayman Islands
Mutual Fund
- Monthly dealing and valuation
- May be included in Personal
Portfolio Bonds, wraps or platforms.
- FSA Regulated Investment
Advisor.
|
- No initial charges
- 110% allocation on day one
- 1% annual management charge
- 6 -8% (Net of fees) annual
growth target
- Option to withdraw up to
5% pa without penalty (subject to a minimum
encashment of 2,500 USD)
- Free from equity market volatility
and interest rate fluctuations
- Low minimum investment of
US$ 50,000 or currency equivalent in Sterling
or Euros
- Fully regulated Cayman Islands
Mutual Fund
- May be included in personal
portfolio bonds, wraps or platforms
- Regular asset valuation
- FSA Regulated Investment
Advisor.
|
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