INVESTING OFFSHORE

OUR PREFERRED FUNDS

For income;

For alternate investments;

For something completely different;

For volatility with an upwards trend:

 

RATES


OFFSHORE FUNDS GROUP

Income Funds

This is a long list so please scroll down to get full information.

Currency denomination is highlighted in bold.

Yields are generally indicative and will fluctuate unless specifically stated


Abacus Financial Services

Invest through investoffshoredirect.com and the initial charge is reduced

 


 

American Pegasus Investment Management

 


 

Argyle Funds SPC Inc.

  • Argyle Funds SPC offers three and five year fixed income funds in Sterling, Dollars and Euros at 8% and 10% per annum respectively with capital protection in place

Armstrong Management Offshore Funds 

 

Invest through investoffshoredirect.com and the initial charge is reduced


Barclays Global Investors Offshore Income Funds

Invest through investoffshoredirect.com and the initial charge is reduced


Baring Asset Management Offshore Income Funds

  • Baring US Plus Bond aims to offer high income in US Dollars, Euros or Sterling, currently around 3.42% per annum

  • Baring Europe Plus Bond aims to offer high income in Euros, currently around 2.82% per annum

  • Baring High Yield Bond Fund aims to achieve a high net yield by investing in a prudently diversified portfolio of emerging markets and US corporate bonds. Currently yielding around 5.64% per annum. Denominated in US Dollars

  • Baring (Sterling) World Bond Fund aims to offer high income in Pounds Sterling, currently around 2.8% per annum

Invest through investoffshoredirect.com and the initial charge is reduced


Defined Return Fund

  • Growth Class aims to provide a fixed income of 7% in US$, Euro and Pounds Sterling

  • Capital Protected Class aims to provide a fixed income of 5% in US$, Euro and Pounds Sterling


Forsyth Partners Offshore Income Funds

  • Forsyth Alternative Income Fund - The indicative initial yield of 7% may alter from time to time and is not guaranteed. Available in Pounds Sterling, US Dollars, Euro, Japanese Yen, Australian Dollar and Swedish Krone

Invest through investoffshoredirect.com and your initial investments is enhanced


Generali Worldwide

  • Worldwide Annuities - including, temporary, immediate and deferred annuities payable in US dollars, sterling, euros, or Swiss francs.

Invest through investoffshoredirect.com and your inital investment is enhanced

 


 

HSBC Global Investment Funds

Invest through investoffshoredirect.com and the initial investment is reduced


Investec Offshore Income Funds

Invest through investoffshoredirect.com and the initial charge is reduced


LM Investment Management Income Funds

  • Up to 7.75% p.a. net effective rate on Aussie Dollars. LM Investment Management has a mortgage income fund paying excellent rates of return for periods from 3 months to 4 years. 10% withholding tax to all non-resident investors. Denominated in AUS Dollars

  • The LM Special Participation Fund distributes monthly income of 6% pa. In addition, and dependent on its profitability from its assurance activities, the Fund may pay twice yearly income bonuses.Total Average Income Paid, in its Five Year History 9.7%pa. Denominated in AUS Dollars

  • Currency protected version now available giving returns in Yen, US$, Euro, Pounds Sterling, Singaporean Dollars and New Zealand Dollars The LM Currency Protected Australian Income Fund

Invest through investoffshoredirect.com and the initial charge is reduced

  • Also check out the LM Managed Performance Fund for longer term investors paying an annual target rate of 10% gross. Denominated in AUS Dollars


Life Contracts International Ltd.


Miton Investments Funds


Montello income Fund
  • Montello Income Fund pays quarterly income of 8.5% per annum from bridging finance in the London residential property market

New Star Global Investment Funds PLC

  • Strategic Government Bond Fund - The initial yield is expected to be 4.0% to 5.0% (net of all charges), payable monthly+

    + the yield is not guaranteed and may vary; the same level of income may not be paid each month


Sarasin Channel Islands


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