CURRENT PRODUCTS

6 Year FTSE 100 Kick-out

• Exclusive Structured Deposit with Investec Bank (UK) Limited
• 6 year term with kick-outs at the end of years 2 and 4
• 150% participation in any rise in the FTSE 100 Index over 6 year term
• Opportunities for further financial planning at kick-out dates
• Individual deposits protected by the Financial Services Compensation Scheme up to the value of £50,000 per authorised institution
• Minimum investment £1500
• Available through most Offshore Bond providers, Cash ISA's, Pensions, Trusts and Corporate Entities
• Closed 9th January 2009

Download IFA Guide

Download Brochure and Application Form

Download SIPP/SSAS Application Form

Download Offshore Bond Application Form

Download Trustee Application Form

Capital Protected Water Fund

• 100% Capital Protection provided by Barclays Bank plc
• Target returns of 9%-11% per annum
• Isle of Man OEIC with Monthly Liquidity
• Focus on purely water-related large caps around the World
• Compelling fundamentals for continued strength in water sector
• Professional and Experienced Fund Team
• Approved by all major Life Offices and Pension Managers
  

The Protected Water Fund plc attracts the best of both worlds. 100% Capital Protection at maturity on the return of your initial investment over a 10 year period and the potential growth derived from exposure to the worldwide water sector. Investment is made into an Index of the largest publicly quoted companies that supply and support the worldwide water industry.

• Invests globally in a diversified portfolio of equity indices
• Attempts to reduce downside risk but maintain upside potential
• Attempts to monitor global money cash flows of major central banks
• Only operates transparent, liquid, exchange traded – regulated equity markets
• Annualised returns have consistently outperformed cash
• Target capital appreciation (10% - 12% p.a.)
• Monthly Liquidity
• US Dollar, Euro, Sterling and Swiss Franc Share Classes
• $100,000 or equivalent minimum ($25,000 or equivalent via any nominee investment)
• Approved by many Life Offices and Pension Managers

• Invests in a diversified portfolio of asset based leasing contracts - with a focus on absolute return
• Invests in the high rated credit scored lease agreements in the United Kingdom
• Niche strategy - non correlated to traditional equity, bond or commodity markets
• Consistent returns in all market conditions
• May be ideal for improving diversification in a balanced portfolio
• Target capital appreciation - 8% to 12% per annum
• Target annualised volatility - 1% to 2% per annum
• Monthly Liquidity
• US Dollar, Euro and Sterling Share Classes
• $100,000 or equivalent minimum ($25,000 or equivalent via any nominee investment)
• Approved by many Life Offices and Pension Managers

Global Diversified Fund

• Invests long and short globally in many markets in a diversified portfolio
• Discretionary, research driven investment approach with low correlation to equities
• Proactive asset allocation sensitive to changing market risks
• Consistent absolute returns in most market conditions
• Underlying Investment Advisor gained substantial investment management experience at: Deutsche Bank, SwissBank, Rothschilds, Flemings, GAM, Ermintage, Odey
• Bermuda Protected Cell structure
• Monthly liquidity
• Sterling, Euro and Dollar Share Classes
• $100,000 or equivalent minimum ($25,000 or equivalent via any nominee investment)
• Approved by many Life Offices and  Pension Managers

Global Growth and Income Fund

• Invests globally - in companies that consistently pay high dividends
• Diversified and balanced portfolio - both geographically and industry sectors
• Proactive asset allocation - with a current focus in Eastern Europe and Asia
• Risk control from rigorous bottom up research and stock picking
• Potential capital appreciation (7% to 20% p.a.*) + high dividend income (4% to 6% p.a.*)
• Consistent total return in most market conditions
• No leverage
• Bermuda Protected Cell structure
• Monthly liquidity
• Sterling, Euro and Dollar Share Classes
• $100,000 or equivalent minimum ($25,000 or equivalent via any nominee investment)
• Approved by many Life Offices and  Pension Manager

Legends Fund

• Fund of Hedge Funds
• Invests in a diversified, multi advisor, multi strategy portfolio with a focus on absolute return
• Invests in many of the most popular Hedge Fund Strategies, many of which have low correlation to equities
• Access to some of the worlds largest and most exclusive Hedge Funds – many of which are closed to new investors
• Portfolio asset allocation sensitive to changing market risks and individual hedge fund strategies
• Consistent return in most markets
• Target capital appreciation (8%-12% pa)
• Target annualised volatility (4%-6% pa)
• Cayman Protected Cell structure
• Monthly liquidity
• Sterling, Euro and Dollar Share Classes
• $100,000 or equivalent minimum ($25,000 or equivalent via any nominee investment)
• Approved by many Life Offices and Pension Managers
  

Capital Protected Currency Funds

No share classes are currently open and clients will be updated if further classes are planned in the coming months

Tax Efficient Property Investment

• Landmark City of London Riverside Location
• Let on 25.5 year Lease to ED&F Man Ltd, a wholly owned subsidiary of Man Group plc
• Highly Reversionary rental terms with upward only review in 5.5 years from practical completion
• Substantial Tax Allowances with up to 140% allowances on equity invested
• Minimum Investment £50,000
• Equity Outstanding £31,000,000
• Estimated Life Span 6-7 years
• Closing date Spring 2009

PRODUCTS UNDER CONSIDERATION

• Solar Energy Opportunities with fixed annualised returns
• Swiss based Insurance Wrap for US citizen, non domiciles
• CFD Trading Fund