Why Invest in Mutual Funds?
"Mutual funds were created to make investing easy, so consumers wouldn't have to be burdened with picking individual stocks. " - Scott Cook
Invest in International Mutual Funds in US Dollar and a choice of other currencies to help you;
- Grow Wealth and achieve your medium and long-term goals
- Mitigate currency depreciation
- Beat Inflation
- Liquidity
- Ease of Access
- Affordable
- Diversification
- Professionally Managed
- Tax Efficient
-
One of the most transparent industries
Widest Range
Choose from the widest range of mutual funds across multiple asset classes, geographies, and industries.
The following are some of the leading Asset Management companies you can select from to build a robust investment portfolio;
- BlackRock. - World's largest and Strongest Asset Management company with 8.676 trillion USD assets under management as of 2020
- The Vanguard Group. The second-largest Asset Management company with 7.1 trillion USD assets under management as of 2020
- Fidelity. AUM: $3.319 trillion.
- Allianz. AUM: $2.530 trillion.
- JPMorgan Chase. AUM: $2.511 trillion.
- Goldman Sachs. AUM $2.050 trillion.
Leading International providers like MetLife, Zurich, Utmost, Friends Provident International and Hansard offer a wide choice of International Mutual Funds on their platforms, helping you invest and grow your wealth.
You can also invest via Trading & Open architecture platforms like Saxo Bank, Ardan Investment Trust, Utmost, and Stockal.
Frequently Asked Questions
1. What asset classes can I choose from?
You can build a well-diversified investment portfolio by including funds from the following assets classes;
- Equities
- Bonds
- Commodity - Gold, Silver, Oil and other teals and Minerals
- Money Market
- REIT - Real Estate Investment Trusts
- Multi-Asset or Hybrid Funds
- Managed Investment Strategies
2. Will you help me manage my investment?
Yes, I will help you build and manage your portfolio. We will review your investment every 6 months and rebalance it or make other necessary changes in light of market movements.
3. How are you compensated?
There are fee-based and commission-based compensation models. Depending on your investment goals and solutions shortlisted the compensation model will be applicable.
You will receive a written confirmation of the charges to help you understand the compensation model after our initial meeting.