Investment Funds

Wrap Fund portfolios provide a simple, cost effective means of appointing an expert investment manager to manage your investment portfolio.

Clients with a similar risk outlook and return objective are invested by a specialist Discretionary Fund Manager into a carefully selected range of investment options, which are specifically designed to cater for the needs of the group of clients in question.

There are several benefits to note if you choose a Wrap Fund portfolio for your investment:

Expert Management. This service is not usually available to individual clients and is made possible through investment via a Wrap Fund Portfolio. The Fund Managers apply their wealth of experience, quantitative and qualitative research skills to continuously monitor the risk and performance of your Wrap Fund portfolio investment and to ensure that the optimal asset allocation and fund selection is implemented.

Low cost. Because the Discretionary Fund Manager is able to manage a Wrap Fund portfolio holistically, the cost thereof is shared between the group of clients invested and is therefore a fraction of the price of accessing a service of this nature on an individual basis. Wrap Fund Portfolios are also traditionally a cheaper option than a unit trust fund of funds investment.

Response to changing market conditions. The many and diverse factors which affect your investment can change swiftly and unexpectedly. Investing via a Wrap Fund Portfolio allows your Discretionary Fund Manager to make decisive decisions in these instances and implement them for your Wrap Fund Portfolio on your behalf in the timespan required to protect your investment.

Transparency. Each investment option chosen for your Wrap Fund Portfolio investment will be disclosed separately on your investment statement, as will the portfolio management fee charged by the Discretionary Fund Manager. A factsheet showing your Wrap Fund portfolio breakdown, performance and objectives is also available.

We also have offshore security portfolios that are available for high-net worth investors, offering bespoke stock-broking portfolios in all major currencies. Please contact us for more information on these funds.