Theta Enhanced Portfolio

Objective is capital appreciation through investment in large cap international equities whilst retaining the all important "sleep at night" factor.

January 17th 2004 saw the first anniversary of the ground-breaking Orchard Funds PLC - Theta Enhanced Portfolio. Since inception the fund has provided investors with excellent returns combined with exceptionally low volatility.

Consistency of return has therefore been of paramount importance, with a pressing need for investment vehicles which offer investors that all important "sleep at night" factor. The Theta Enhanced Portfolio provides exactly this without sacrificing the performance which has traditionally been provided by equity markets. Investors in the fund have had the peace of mind offered by the combination of active management allied with risk reduction strategies, which has provided a return comparable with the benchmark MSCI World Index with half the volatility.

The Theta Enhanced Portfolio targets equity growth but prioritises capital preservation. The enhancement offered by the options overlay allows the Theta Enhanced portfolio to benefit from sideways and volatile markets alike offers a unique investment for long term equity investors.

Pounds Sterling and Euro denominated. Minimum investment £50,000/€80,00

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

E-mail us now to get prospectus and fact sheet for this fund