|
Investment
Company |
Fund
Name |
Fund
Objective |
|
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|
Hansard
International |
80% Capital Protected
Global Equity Capital
Protected Fund |
This fund offers a basket of
9 Merrill Lynch funds that are actively managed on a daily basis.The
fund also benefits from an HSBC protection which states that the fund
will always retain 80% of its highest ever value. |
|
Nomura /
Morgan Stanley |
80% Capital Protected Global
Property Fund |
Wouldn't it be great if
property investment could be global in nature?
With expert managers seeking out property opportunities around the
world.......
making sure that the optimum mix of exposure to offices, retail,
warehousing, factories and homes exist in the right places at the right
time....
And what if profits could be locked in as they are made?
How could these things be possible ? |
|
Platinum Capital Management |
Global
Dividend Fund |
The Platinum Global Dividend Fund features
consistent equity returns
(historically 7%-20% p.a.) plus high annual cash dividends
(historically 4%-6%). |
|
Castlestone Management |
Sable Fixed Income
Plus Fund |
Sable Fixed
Income Plus Inc.is a single strategy/multi-manager fund of Fixed Income
Arbitrage Hedge Funds. The Fund enhances the returns by adding appropriately
weighted exposure to three other hedge fund styles – High Yield, Merger
Arbitrage and Event Driven. By combining these strategies, Sable Fixed Income
Plus provides enhanced consistent returns with lower volatility than the
Barclays Fixed Income Arbitrage Index. |
|
Opal |
Series 5 Notes |
100% capital protected 10 Year fund
The fund comprises two components - 85% linked to Opals Balanced Fund of
Funds hedge fund and 15% linked to Winton Capital Managements Futures
Fund.
Diversified access to the hedge fund industry.
Monthly availability until December 2005.
Low correlation to traditional markets.
Optimum risk/return trade-off.
Spreads risk through an independently risk controlled environment.
Low minimum investment of USD 10,000.00 or EURO 10,000 |
|
Hansard
International |
The Protected Dynamic
Growth Fund |
The Morgan Stanley Dynamic Growth Fund ("the Fund") is a
new open ended fund. The Fund has two principal objectives, firstly,to
provide exposure to the performance of the FTSE™ 100 Index and secondly,
to be worth at any time at least 80% of the
highest published Fund Net Asset Value since its launch date.
Through its design the Fund aims to provide the potential
for growth linked to the FTSE™ 100 Index whilst also giving a known
level of downside risk.
• The Fund returns are linked to the performance of the
FTSE™ 100 Index (the "Index")
• The Fund is designed to provide that at any point in
time, the investment should be worth at least 80% of the highest NAV
achieved at any time over the life of the Fund
• The Fund offers dynamic exposure to both the Index and
cash. Participation in the index can vary between 0% and 100%
• The Fund is open ended and provides daily liquidity
• The Fund has un-capped upside market potential
• The Fund should generate an increasing level of capital
protection in a rising market
• The Fund has an annual management charge of 1.50%
• The Fund is not available for direct investment.
Exposure to the Fund is obtained through investment in a linked Hansard
Europe or Hansard International policy. |
|
Hansard International |
Global Protected Active Allocation Fund |
An actively managed fund,
with unlimited upside potential but with 80% protection.
A fund whose
management technique is normally only available through a structured
product, but now, exclusively via CSM Ltd and
Hansard International, is available for both
Lump Sum and Regular Premium Plans.
The fund provides investors with a minimum redemption value of 80%
of the highest NAV (Nett Asset Value) over the life of their
investment (or put another way never put more than 20% of their capital
at risk at any one time).
The fund allows investors to benefit from the flexibility and transparency
provided by an
open-ended, daily priced mutual fund. |
|
Hansard
International |
Glanmore
Property Fund |
A
commercial property fund that invests in high quality high yielding
properties within the UK. |
Abacus
Financial Services
(Isle Of Man)
|
Premier
Diversified Property Fund |
A
fund designed for experienced investors seeking a medium to long term,
low volatile investment in the commercial property market without the
need to purchase, manage and maintain property directly |
|
Scottish
Life International |
Safe
Combination Bond |
The
Safe Combination Bond offers
clients the option of selecting the amount of risk they are prepared to
take each rolling quarter. Clients may choose a level of protection from
95% to 100% protection dependent upon their own
personal risk tolerance |
|
Platinum
Capital Management |
Capital
Protected Equity Plus Fund |
Capital is 100%
protected. Capital appreciation potential is achieved by links to
industry leading hedge fund managers. |
|
Platinum
Capital Management |
Capital
Protected Income Plus Fund |
A
12 year
multi-manager hedge fund that is capital protected and offers up to 8%
per annum income after year 1.
The fund is
denominated in either
US Dollars or EURO's
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