Accessing our investment strategies
Segregated portfolios
Our segregated portfolios are specifically designed for clients
who have a minimum of £500,000 to invest, and can be denominated in
sterling, dollar and euro. We will employ currency hedging to
minimise the impact of fluctuations in exchange rates. With this
service, a designated client portfolio is established which affords
the investor a full 'look through' to the underlying funds used to
construct the investment strategy. Our segregated portfolio is
priced daily and clients can view their current investment position
online.
Select from:
Our latest segregated portfolio performance data is available
online.
Collective investment funds
The collective investment funds, known as the Nedgroup
Investments MultiFunds plc, offer identical access to our
investment strategies through the purchase of units in collective
investment schemes. The Nedgroup Investments MultiFund is an
open-ended investment company (OEIC) which is UCITS IV compliant,
meaning it is highly regulated. The base currency of these funds is
US dollar, ensuring access to the widest possible range of
underlying investments. However, for sterling investors, there is a
sterling share class which will be hedged in order to minimise the
impact of fluctuations in the sterling/US dollar exchange rate.
Utilising this method of accessing our strategies may offer a
number of advantages depending on your investment needs and tax
position. These include a smaller initial investment requirement
(minimum £7,500 or $10,000) and the facility to make regular top
ups (minimum £3,000 or $5,000), which make this option suitable for
long-term savings, such as pensions and ISAs. The collective
investment funds solution may offer greater tax efficiency,
particularly for UK residents, as capital gains arising within the
fund do not give rise to any immediate personal tax
liability.**
Investing in the collective solution may also offer a reduction
in paperwork, alongside monthly reporting and published fund
prices. The collective investment funds are priced weekly, and
clients can view their funds online.
Select from:
Our latest collective investment fund performance data is available
online.
**Your tax position will depend on your personal circumstances
and you should always seek guidance from a professional tax
adviser.