Capricorn Funds

The Capricorn Funds aim to generate consistent annual net returns with minimum volatility.

These objectives are achieved through the allocation of capital to leading external hedge fund managers that meet the strict criteria of the Funds’ investment advisor.

The Capricorn Funds are available in US Dollars, Sterling and Euros.

Since their inception in November 2000, the Capricorn US Dollar Funds have achieved total net returns of 46.59% and 52.35% for investors. During this period these Funds have delivered positive results 89% of the time.

The shares denominated in Sterling and Euros were launched on the 1 August 2003.  The Capricorn Sterling Funds have achieved total net returns of 27.85% and 32.31% since their inception.  The Capricorn Euro Funds have achieved total net returns of 17.86% and 21.90% since their inception.

The Capricorn Finance Fund US Dollar Class and Capricorn Series 1 Fund were launched in 2 March 2006.

The Capricorn Finance Fund Sterling Class was launched in 3 April 2006.

The Capricorn Funds are managed by Montrose Asset Management Limited, the investment advisory arm of Trident Trust, a leading international corporate, fiduciary and fund administrator, which currently administers assets in excess of US$25 billion.

Currently only available for investments via Offshore Insurance Company Portfolio Bond products.

Capricorn Offshore Funds List

 Invest through ^{investoffshoredirect.com} and the initial charge is reduced

Capricorn Cash Plus Fund
Capricorn Finance Fund
Capricorn Global Fund
Capricorn Series 1 Fund