Our Best Mutual Funds & Unit Trusts

These are our best mutual funds and unit trusts. Mutual funds and unit trusts are open ended investment vehicles designed with the stated set of objectives such us capital growth or income return from capital. Used in an offshore environment, these mutual funds and unit trusts can be at the forefront of tax free growth in investment portfolios. They can be utilized for both lump sum investments and regular savings.

Below is a list of our best mutual funds & unit trusts:

Lazard European Alpha Mutual Fund Lazard Asset Management Ltd
We remain confident the portfolio will continue to outperform in 2005 as markets are relatively benign and investors are focused more on the fundamentals of good companies than the earnings expectation of poor quality companies.

Platinum Dynasty Mutual Fund Platinum Capital Management
Dynasty Fund is an Asia long/short equity hedge fund that focuses on absolute returns with a concentration on investing in large cap China-related securities.

Assetmaster Portfolio Mutual Funds Williams de Broë
Aiming for consistent, above average long term performance Assetmaster brings together many of the world’s top fund managers to provide a range of risk-defined investment portfolios. Combined with our asset management resources and research capabilities Assetmaster has a solution for your investments and savings.

Appleton Protected Currency Mutual Fund Appleton
Mutual fund aiming for long term capital appreciation with the objective of 100% capital protection. Monthly liquidity with a low minimum investment of €10,000. A KMI recommended best mutual fund and unit trust.

Multi Asset Class Mutual Fund Castlestone Management
A mutual fund that seeks superior returns with less risk and better liquidity than a single asset class fund. Consistent returns irrespective of market conditions. No currency risk- no leverage. €12 Billion + under management. A KMI recommended best mutual fund and unit trust.

Commodities & Hedge Mutual Funds Castlestone Management
A mutual fund actively managing exposure between commodity indices, hedge fund indices, and global equity market indices. Annualised returns of 11.35% since January 2000 – no management fee – performance only. A KMI recommended best mutual fund and unit trust.

Hedged Equities Indices Mutual Fund Castlestone Management
A mutual fund allocated between global equity market indices and long/short equity hedge funds that has consistently outperformed S & D 500 Equity Index and investable hedge fund indices. Automatic stop/loss provides downside protection. Fund actively allocates between both asset classes to achieve maximum return verses risk. A KMI recommended best mutual fund and unit trust.

Man IP 220 Mutual Funds Man IP 220 International Ltd.
A mutual fund that seeks medium term capital growth in the 14-18% range. Added benefit of a profit lock-in feature. Bond denominated in USD/ EUR and has benefit of guarantees provided by Citibank.. A KMI recommended best mutual fund and unit trust.

Nemrod Diversified Holdings Rothschild
Multi strategy fund of hedge funds seeking to provide positive annual returns in all market environments. Positive returns are sought showing little or low correlation with financial markets investments. A KMI recommended best mutual fund and unit trust.

Platinum Capital Protected Income Plus Fund Platinum Capital Management
Mutual Fund with 8% annual withdrawals and 100% capital protection provided by US Treasury issued bonds for a rolling three year period. Minimum amounts € 50,000 or USD 50,000 when purchased through a Portfolio Bond. A KMI recommended best mutual fund and unit trust.

Platinum News Release Platinum Capital Management
Announcing the addition of three prominent new managers to the fixed income Platinum Premier Fund. A KMI recommended best mutual fund and unit trust.

Premier Diversified Property Mutual Fund Premier
Top performing property fund – whole range of properties, different locations offering excellent investment opportunities in this surging market. A KMI recommended best mutual fund and unit trust.

Premier Property Options Mutual Fund Premier
Long term capital growth is sought through investment in a diversified range of property investment options. Removes the necessity to purchase, manage and maintain property directly. A KMI recommended best mutual fund and unit trust.

Sable Fixed Income Plus Mutual Fund Castlestone Management
Consistent returns sought through single strategy/multi-manager mutual funds with a lower volatility than traditional bond markets. Potential to generate profits in rising, falling and unstable markets. A KMI recommended best mutual fund and unit trust.

Standard Bank Strategist Mutual Funds Standard Bank
Long term capital appreciation in equity orientated mutual fund – fund denominated in GBP – minimum investment £10,000. Managers will seek to maintain a fully invested strategy at all times. A KMI recommended best mutual fund and unit trust.

Standard Bank Strategist Mutual Funds 2 Standard Bank
Long term capital appreciation in equity orientated mutual fund – fund denominated in USD – minimum investment $15,000. Managers will seek to maintain a fully invested strategy at all times. A KMI recommended best mutual fund and unit trust.

Standard Bank Strategist Mutual Funds 3 Standard Bank
Long term capital appreciation in equity orientated mutual fund – fund denominated in EURO – minimum investment of €15,000. Managers will seek to maintain a fully invested strategy at all times. A KMI recommended best mutual fund and unit trust.

IOAM - Benchmark History Indian Ocean Asset Management Limited
Performance chart of Indian Ocean Asset Management Funds Measured against their Benchmarks.

IOAM Cautious Growth UK Portfolio Indian Ocean Asset Management Limited
Seeking to obtain a lower risk balanced return form UK equity and fixed interest investments. A KMI recommended best mutual fund and unit trust.

IOAM Cautious Growth US Portfolio Indian Ocean Asset Management Limited
The objective is to achieve a lower risk balanced return from US fixed interest investments. A KMI recommended best mutual fund and unit trust.

IOAM Growth Global Portfolio Indian Ocean Asset Management Limited
Looking for medium risk, long term. Balance returns from worldwide investment. A KMI recommended best mutual fund and unit trust.

IOAM Growth UK Portfolio Indian Ocean Asset Management Limited
A UK portfolio based on medium risk, long term, balanced investments. A KMI recommended best mutual fund and unit trust.

IOAM Growth US Portfolio Indian Ocean Asset Management Limited
A portfolio seeking to achieve medium risk, long term balanced return from US investments. A KMI recommended best mutual fund and unit trust.

Platinum Europe Select Platinum Capital Management
Low volatility fund with consistent double digit returns investing in European companies mainly French in origin. A KMI recommended best mutual fund and unit trust.

Platinum Europe Select - Single Strategy Platinum Capital Management
Low volatility single strategy fund with consistent double digit returns investing in European companies mainly French in origin. A KMI recommended best mutual fund and unit trust.