Managed Funds


The stock markets of the world never stop for a breather! Bull and bear markets may come and go but there will always be opportunities for astute investors. A wide range of offshore based unit trust and mutual funds are available to expatriates, providing access to some of the world’s leading investment specialists and managed funds.

For the sophisticated investor there are a selection of “hedge funds” on offer that adopt more aggressive investment strategies with a view to reducing risk and maximizing return. Investors who prefer a more diversified portfolio can opt for the “managed currency fund” service. In addition, clients have access to ‘Capital Guarantee Funds’ that provide protection to the risk averse investor against falling markets.

If you would like further information on managed funds, please go to Financial health-check