Independent Managed Fund Advice

Managed funds are generally designed for medium term investors and are in various forms of collective investment scheme. The investment fund manager will invest in a range of asset classes defined in the fund prospectus. The investment manager will trade these assets with the aim of producing returns for the investors.

Pegasus expert and qualified advisers give clear and objective offshore managed fund guidance on the many funds that are offered by leading investment institutions. The usual minimum investment for this type of actively managed portfolio is £15,000 also available in US$ & Euro, although there are collective investment funds available for smaller sums.

Financial Advice On Diversified Managed Funds

Diversified managed funds invest in a variety of asset classes such as shares, bonds, property and cash. The fund manager may vary the percentage weightings to each of these but in general terms there will be no major asset allocation decisions but rather the manager stays within long-term allocations. The manager will also normally wish to remain fully invested at all times with minimal cash holdings.

Some funds have a different management style and focus upon a particular style such as investing in value or themes that are driving global economies.

Pegasus expert and qualified advisers give clear and objective offshore diversified managed fund advice on the many managed funds that are offered by leading investment institutions. The usual minimum investment for this type of diversified managed fund is £10,000 also available in US$ & Euro, although there are some collective investment funds available that will accept smaller sums.

Independent Equity Fund Advice

Investing in shares listed on stock exchanges which may be country specific e.g. UK Equity, US Equity or regional e.g. European Equity. Funds may also be more focused upon a type of market e.g. Emerging Market or be global or focused upon a specific strategy e.g. Global Equity. A number of funds invest in shares but with a focus on maximising income from these.

Pegasus expert and qualified advisers give clear and objective advice in relation to the many equity funds that are offered by leading investment institutions; from emerging market fund advice to global equity fund advice. The usual minimum investment for this type of equity fund is £10,000 also available in US$ & Euro, although there are some collective investment funds that will accept smaller sums.

Financial Advice On Income Funds

The managers of these funds have the aim to distribute regular income to investors. The income may come from investment in a number of different asset classes such as gilts and bonds, dividends from shares, income from property assets. Income is usually distributed either quarterly or half-yearly.

Pegasus expert and qualified advisers give clear and objective offshore income fund advice on the many funds that are offered by leading investment institutions. The usual minimum investment for this type of income fund is £10,000 also available in US$ & Euro, although there are some collective investment funds that will accept smaller sums.

Independent Property Fund Advice

A number of these funds invest in residential property but there are a larger number investing in commercial property. Many are focused on the UK market but there are other more regional funds e.g. European property and global funds. Some funds provide access to riskier and more complex markets such as Eastern European countries, but these carry a far higher potential risk and perhaps return.

Pegasus expert and qualified advisers give clear and objective advice in relation to the many property funds that are offered by leading investment institutions; from European property fund advice to global property fund advice. The usual minimum investment for this type of property fund is £10,000 also available in US$ & Euro, although there are some collective investment funds that will accept smaller sums.

Independent Absolute Return Fund Advice

These have developed over the past 10-15 years. They cover a wide area of the market but perhaps the common theme is that the focus upon producing absolute returns i.e. positive returns throughout most market conditions. The strategies used can include hedge funds that focus on equities or bonds and a wide variety of others focusing upon pricing differentials in various markets, takeover targets, etc. Many of the strategies employed are complex and also shrouded in secrecy and therefore it can often be advisable to invest in a “fund of funds” which will diversify assets amongst a wide variety of other manager’s funds with varying strategies that may be closely monitored.

Alternative Strategy Funds

Pegasus expert and qualified advisers give clear and objective financial advice on the many alternative strategy funds that are offered by leading investment institutions. The usual minimum investment for this type of alternative strategy fund is £10,000 also available in US$ & Euro, although there are some collective investment funds that will accept smaller sums.

Contact Us

Please contact Pegasus Financial Services for expert managed fund advice.

Pegasus Financial Services Ltd