Traded Life Policy Funds

Pooled funds that invest in Traded Life Policies, Senior Life Settlements and sometimes, Viatical Settlements

Carlisle Management

• The Carlisle Long Term Growth Fund's strategy is to purchase carefully selected life insurance policies that are beyond the contestability period. The Fund seeks to build a large diversified portfolio across numerous sectors, including but not limited to carrier concentration, expected maturities, gender, age, medical impairment, geography and face value size. In order to properly imnplement a buy and hold strategy, the fund seeks to isolate mortality risk and build a large sample size

Catalyst Investment Group

• Fixed returns over specified periods of time by use of Asset-Backed Bonds with Life Settlements as the underlying asset

Centurion Managers

• Other funds merely give a target return to investors whilst Defined Return Fund is perhaps the only fund in the market which defines clearly to investors what their return will be. This is because returns are based on the probability of the Life Expectancy of the assured of the life policy.

• Accelerated Life Settlement Growth Fund invests in a basket of established life settlement funds

EEA Investment Partners (Guernsey)

• The investment objective of the EEA Life Settlement Fund is to provide a consistent 8% annual net return to investors on a stable long-term basis. Depending on the performance of the portfolio a further annual profit related bonus will be added, thereby targeting a total net return to investors of 9% to 10% per annum.

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Lansdown Atlantic

• The Lansdown Atlantic Life Settlement Fund invests only in second-hand insurance policies issued by US life assurance companies with Standard & Poor's A- credit rating or equivalent. Target annualised return of 10% per annum.

Life Contracts International Ltd.

• Senior Life Settlements Asset-backed Securitization Bond gives fixed returns in either US Dollars, Pounds Sterling, Euro or Swedish Krona

Life Settlements Funds Limited

• The Life Settlements Wholesale Fund is a Australian dollar denominated life settlements fund.

Managing Partners Limited - MPL

• Traded Policies Fund.

Policy Selection

• Assured Fund.

MVP Asset Management

• MVP Premium Fund - The MVP Premium Fund is an insurance oriented alternative investment fund investing in the life insurance premium finance and life settlement space. Generally, underlying funds provide finance to sub-underlying premium finance and life settlement funds based in the US. Returns to the underlying fund(s) are generated by way of monthly interest paid or accrued by the sub-underlying fund, thus the MVP Premium Fund is not directly exposed to the associated risks of the life settlement market itself

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Aurora Defined Benefits Funds

• The Aurora Defined Benefits Funds, this Alternative Investment Class holds a portfolio of policies, issued by Investment Grade Insurance Companies. All policies are purchased at a deep discount to maturity value.

Regent CFM Life Settlement Funds

• The Regent CFM Life Settlement Funds, has no redemption penalty after the one year lock up and the lowest minimum investemnt level in the space at only USD5,000

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Tranen Capital

• Tranen Capital