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Offshore Funds

PERSONAL TRUST Global Select Managers Cautious Fund

Diversified international portfolio of funds, asset classes and currencies. It is a long-term US dollar denominated fund with a low to medium level of risk.

Fund Objective

  • To achieve steady long-term capital growth with a moderate level of risk.

FUND FEATURES

  • Managed by Brooks MacDonald Asset Management (International) Ltd & Credo Capital Plc
  • Designed for investors seeking a moderate level of risk for the international portion of their portfolio
  • Ideal investor should have limited income requirements and the ability to tolerate a reasonable level of volatility
  • Investment horizon of three to five years

PERSONAL TRUST Global Select Managers Opportunities Fund

Long-term US dollar denominated fund that invests in a diversified range of asset classes but with a strong bias for global equities. The fund will have an above-average risk profile.

Fund Objective

  • To achieve long-term capital growth by investing in a diversified mix of asset classes and specialist managers within each asset class.  The fund will have an above-average risk profile.

FUND FEATURES

  • Managed by Brooks MacDonald Asset Management (International) Limited & Credo Capital Plc
  • Designed for investors whose goal for the international portion of their portfolio is long-term capital growth
  • Ideal investor will have no income requirements and will be able to tolerate a high level of volatility
  • Investment horizon in excess of five years

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.

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