MANAGED FUND
Global Fund (SerIes 2) can offer all of the followIng benefIts:
- The expertIse of our Investment professIonals actIvely managIng the portfolIo
- Investment selectIon from a global range of opportunItIes
- A structured Investment approach that reduces rIsk through dIversIfIcatIon
- A portfolIo that adapts to changes In the Investment envIronment
- The abIlIty to access your capItal penalty-free where and when requested
- Investment In US $
Global Managed Account
Building upon the established success of our Global Managed Account, Lon-Ist now makes available Global Fund (Series 2). The Lon-Ist Private Client Global Fund (Series 2) provides a flexible and accessible foundation for your investments responsive to your personal circumstances and investment objectives.
Global Fund (Series 2) is expected to run for 3 years (subject to sale of property) with a capital limit of $50,000,000, and includes a capital guarantee if monies are left in the fund for a full year.
The base limit for investment in the fund is $50,000. Management fee is 10% of monies invested, taken at the start. There are no other fees on flat accounts. Withdrawals can be taken at any time with no charge.
Contact our office for an extensive discussion of your goals and outlook, including
• When you expect to enjoy the benefits of your investment,
• The extent to which you are prepared to take risks for the potential of higher returns.
Once you are comfortable that the portfolio's investment profile matches your requirements, you are welcome to participate in the fund and leave it to us to manage on your behalf. We will use our skill and judgement to stay ahead of market opportunities for optimal fund performance as defined by our mutually agreed objectives.
Product Outline
Currencies: US $
Minimum Investment: US $ 50,000 or equivalent ($25,000 for additional investments)
90% initial allocation.
No annual management charge.
Access to monies: 100% Capital guaranteed after 12 months
Statements: Monthly |
- 
