Funds of Funds

Investing in our “funds of funds” is a simple way to achieve portfolio diversification without having to select and monitor individual securities or multiple funds over the long term. Choose the Fund of Funds that suits your investment objectives, and we’ll do the rest.

Select Funds – Equity

Investment Strategy

Long-term capital growth through an international portfolio of equity mutual funds and low-cost index-linked instruments.

Features

  • Weekly liquidity
  • No-lock up period or switching fee with trailer fees rebated to the Fund
  • Thorough due diligence screening process utilising Morningstar data
  • Strong out-performance of benchmark

Key Benefits

  • High degree of diversification and flexibility
  • Management fee of 87.5 basis points
  • Focus on no-load funds (front-end or back-end)

Potential Risk Return

High risk/High return

Income Distribution

Not Applicable

Management Fees

0.875%

Select Funds - Fixed Income

Investment Strategy

Long-term capital growth through an international portfolio of fixed income funds and direct securities.

Features

  • Weekly liquidity
  • No-lock up period or switching fee with trailer fees rebated to the Fund
  • Thorough due diligence screening process utilising S&P Micropal and Morningstar data
  • Strong out-performance of benchmark

Key Benefits

  • High degree of diversification and flexibility
  • Management fee of 87.5 basis points
  • Focus on no-load funds (front-end or back-end)

Potential Risk Return

Moderate risk/Moderate return

Income Distribution

Not Applicable

Management Fee

0.875%

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