Private Funds
A private fund is an attractive alternative for individual investors and juristic persons who have specific investment objectives and conditions, or want to reduce investment burden. The client is able to structure his/her own investments as desired, whether focusing on the capital market or any other financial instruments.
A private fund is a contract made with a non-juristic person, which means the ownership rights of the assets still belong to the client. The name of the asset management company will appear alongside to indicate its role as manager of the assets of the client.
The client has control over the investment policy which the asset management company will follow to achieve the objectives and the policy which the client have established.
The assets of the client will be left under the care of a trustee in order to prevent conflict of interests.
The trustee keeps the client’s assets in a secure and safe location, separate from its own assets.
The Securities and Exchange Commission regulates private funds managed by licensed asset management companies and securities trustees to ensure compliance with relevant laws and regulations.
Benefits of Private Fund Investment Services
Higher Investment Returns
Lower Investment Risks
Reduce Burden/Expenses
Investment Policies
1. Fixed Income Fund
An investment in debt instruments to generate returns from yield and interest from instruments such as bonds, debentures, mutual fund units and deposits.
2. Flexible Fund
A fund that invests in both debt and equity instruments with the investment ratio determined by the fund managers depending on the investment climate.
3. Equity Fund
An investment in equity instruments, such as common stocks, warrants, and mutual fund units, in return for dividends and capital gains.
A private fund is an attractive alternative for individual investors and juristic persons who have specific investment objectives and conditions, or want to reduce investment burden. The client is able to structure his/her own investments as desired, whether focusing on the capital market or any other financial instruments.
A private fund is a contract made with a non-juristic person, which means the ownership rights of the assets still belong to the client. The name of the asset management company will appear alongside to indicate its role as manager of the assets of the client.
The client has control over the investment policy which the asset management company will follow to achieve the objectives and the policy which the client have established.
The assets of the client will be left under the care of a trustee in order to prevent conflict of interests.
The trustee keeps the client’s assets in a secure and safe location, separate from its own assets.
The Securities and Exchange Commission regulates private funds managed by licensed asset management companies and securities trustees to ensure compliance with relevant laws and regulations.
Benefits of Private Fund Investment Services
Higher Investment Returns
- More opportunities through wider selection of investment instruments
- Advice from experts
Lower Investment Risks
- Up to date and reliable news and information
- More diversification of risks than investing by oneself
- Professional management system
Reduce Burden/Expenses
- Staff and operations
- Portfolio investment and risk control
Investment Policies
1. Fixed Income Fund
An investment in debt instruments to generate returns from yield and interest from instruments such as bonds, debentures, mutual fund units and deposits.
2. Flexible Fund
A fund that invests in both debt and equity instruments with the investment ratio determined by the fund managers depending on the investment climate.
3. Equity Fund
An investment in equity instruments, such as common stocks, warrants, and mutual fund units, in return for dividends and capital gains.