WHAT ARE STRUCTURED INVESTMENT FUNDS?

Structured Investment Funds provide a solution to the limitations of investing in conventional asset classes. These limitations include:

• The poor returns provided by cash.
• The unlimited capital loss potential provided by equity and bond investment.
• The variable income/dividend yields of cash and equities.

Instead a Structured Investment Fund can engineer out/eliminate the negative features of conventional assets while leaving in place the positive features, including (depending on the design of the specific fund):

• The capital guarantees provided by cash.
• The unlimited stockmarket growth potential provided by equity investment.
• The high fixed income provided by bonds.

A Bespoke Structured Investment Fund provides an investment fund individually tailored by the investor and their professional advisers to the investor's precise risk profile allowing investment gains to be maximised over a specified period.

WHO SHOULD INVEST IN A BESPOKE STRUCTURED INVESTMENT FUND?

• Individual investors investing directly or via a personalised life assurance bond,
• companies
• corporations
• firms or partnerships,
• pension funds and
• the trustees of a charity, trust or settlement.

HOW TO SPECIFY A BESPOKE STRUCTURED INVESTMENT FUND

The starting point is for the investor together with their professional advisers to determine the Investment Period (generally within the range 360 days to 7 years) and the currency in which the returns are to be provided.

Other design fundamentals include defining the investor's investment objectives and the required outcome over the investment period. The investment objectives might be a high fixed rate of guaranteed capital growth, a high fixed income, a guaranteed minimum capital return plus unlimited capital growth, or a balanced combination of these or other investment objectives.

Contact Manor Park to discuss the parameters of the investment fund that you wish to create.

CLARITY, CONSISTENCY, CERTAINTY

When the fund design is finalised the full range of total investment outcomes at the end of the Investment Period will be known allowing the investor to plan ahead with certainty.