Distributors required for a new fully regulated SICAV Professional Investor Fund….
James Richards
AI-Powered Growth Strategist ?? Investment Matchmaker ?? Businesses?? Investors ?? UHNW ?? Institution ?? Hedge Fund ?? Family Office ?? Trade Finance ?? ESG ?? Sustainability ?? Banking ?? Spirituality ?? Yoga ?? Health
All Weather Income Fund (AWIF)
Key Investor Benefits:
Regulated by the MFSA
A solid and diverse vehicle capable of performing in any market climate
Low risk, low volatility, stable
7% - 9% per annum targeted returns
Listing MSE (LSE, GSX and Frankfurt to follow)
Low entry at only ￡ 10,000, € 10,000 or $ 10,000
Highly credible counter-parties
SIPP, SSAS, QROPS compliant
Available through most major pension platforms
Introducer Benefits:
Low entry level and pension compliant
Easy to facilitate
Commissions paid promptly
5% front and 1% p.a. trail
Regulated - Safe and secure
Great diversity in one product
Full transparency and support
What Makes AWIF Special?
Consistency...
Of management experience and investor returns due to our bias towards secured, liquid income generating instruments.
Non-correlation...
We are non-correlated to the standard market exposures so whilst some finds may be the Hare in positive markets (and the bear in poor conditions) , we are positioned to the the reliable tortoise throughout
Experience...
We ceded to an experienced management team and Investment committee to ensure our aims were met through proven management.
Compound...
Consistent growth reinvested generates compounded gains for the investor and for the fund managers. The 5 year effect of an 8% annual return is in excess of 46% growth
Track Record...
Recognising that AWIF is a new issue, we opted to select only assets to hold within the fund with reputation and track record.
Liquidity...
AWIF provides why 30 day liquidity in line with Standard Asset guidelines
Flexibility...
Due to the existing relationships with some of the leading platforms in the market, AWIF anticipates a broad market acceptance.
Client returns will be paid annually at the discretion of the fund managers or compounded into the following year
To advance the Platforms matter we have been in communication with FMG and agreed the following with them:
- FMG have provided a list of Platforms with which they have existing dealings and open relationships and with whom an AIF with 30 day liquidity and managed by them will be acceptable.
- IFA's to make the requests on those platforms and send us the case details – names, amounts and platform.
- FMG will chase and push through the on boarding process for each platform.
- FMG have also pinpointed 2 on the list of current "no-go" providers (due mostly to lack of track and seeding status) - this will obviously change in our favour as the fund gains traction.
Please also note the major investment banks listed below…
Platform/Wrapper Status
All Weather Income Fund
Platform Name
Acceptance
Old Mutual International
Yes
Friends Provident International
Yes
Royal London 360
No
Seb Life
No
Investors Trust
Yes
Hansard International
Yes
Capital Platforms
Yes
Brooklands Pensions
Yes
Cornhill
Yes
Custodian Life
Yes
Capital international
Yes
Generali International
Yes
The fund would be available through the major investment banks, i.e. Bank Julius Baer, Credit Suisse, UBS, Clearstream Banking, etc.
