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Managed Funds

At Merchant Securities Limited, we offer a growing range of managed funds tailored to our private client's risk/return profile. Whether you follow a conservative or aggressive investment strategy, managed funds enable you to meet your financial objectives and represent an alternative to direct investments.

Managed funds can provide a core holding within your portfolio. They can be structured to offer a high risk reward ratio and can also offer partial capital preservation and exposure to a broad range of asset classes such as fixed interest, equities, commodities and currencies.

Currently, we offer the following managed funds (all sterling denominated):

FTSE-100 Hindsight I
Provides a diversified exposure to major UK-listed shares. The hindsight feature measures the growth from the lowest point of twelve monthly observation dates in the first year, greatly reducing the risk of mis-timing the point of entry. Key Facts document

FTSE-100 Hindsight II
Following the success of FTSE-100 Hindsight I fund, we are offering investors the opportunity to benefit from a further 12 observation dates through the launch of this Note. Key Facts document

Income Note I
Designed to take advantage of high levels of income available through capitalising on the high market volatility when launched, whilst offering partial capital preservation. The income is fixed at 11% per annum of the nominal value. Key Facts document

Income Note II
Launched as a result of our initial Income Note becoming fully subscribed and designed to take advantage of high levels of income available through capitalising upon the high market volatility when launched, whilst offering partial capital preservation. The income is fixed at 10% per annum of the nominal value. Key Facts document

Emerging Markets
Offers an enhanced return from growth in the iShares MSCI Emerging Markets Fund, which tracks the MSCI Emerging Markets Index, with the added benefit of partial capital preservation. Key Facts document

US & European Dynamic Growth
Designed to offer an enhanced return from growth in the S&P 500 and DJ Eurostoxx indices. Its performance is similar to an index tracker fund; the difference being that its 2.12 leverage gives additional enhanced upside growth. Key Facts document

Next Steps:

Our investment management team is available to discuss our managed funds with you. Please click here if you would like us to contact you.