12yrs of advising UK expats & international investors on the best offshore funds
Online Discount Broker
We rebate 80%+ of initial commission on 1000's of offshore funds
Security, Intergrity, Privacy
You transfer money to the custodian and documents to the fund administrator. Funds are registered in you/your nominees name. Investing offshore has never been so easy.
Investing in an Offshore Life Assurance Bond such as the low cost Friends Provident International Reserve Account combines offshore funds into one account & provides valuable UK tax breaks for returning UK expatriates, UK non-doms and others.
Morgan Stanley FTSE Protected Growth Plan offers 100% performance of FTSE over 6 years or if FTSE rises 10% or more in first 3 years then receive a fixed 35% payout.* Rated 9.71/10 by Independent Analyst FVC.
Review our pick of some of the best offshore investments then simply complete our enquiry form for further information.
- We email you the fund prospectus, application forms & answer any questions
- You fax then post completed application form to the fund administrator & send money direct to the fund custodian.
- You receive a contract note from the fund.
Alternatively, review the benefits of opening an Offshore Investment Account.
*at maturity only. Return of capital & growth depend on A rated institutions ability to honor debts.
High Income Fund
- High income of 8.50% p.a. paid quarterly or
- Re-invested is equivalent to over 28% return over 3 yrs
- Invests in short term loans secured against property
- Secured by a first legal charge at the UK land Registry
- Maximum 75% LTV* (average is approx. 50% LTV)
- Ideal if saving for retirement or drawinga regular pension income
- STG Denominated
No cost to enter or exit plus 0.35% cashback
Our View:
"Seems reasonable that with Bank
lending at a stand still that innovative companies step-in to meet
the demands of borrowers. Asset Backed Lending ensures a low risk
profile for the investor, yet shortage and speed of funding means
premium interest rates are paid by borrowers. This results in great
returns for investors and a new asset class that can be added for
greater diversity to any investment portfolio. Ideal if you are
either saving for retirement or need to draw a regular pension
income"
Contact us
now for offshore investment advice tailored to your individual risk profile and we
will construct a balanced, growth or income oriented portfolio that performs
regardless of any downturn in a single market or economy.
| Fund Name | Montello Income Fund | |
| Discounted Dealing Terms | 0% entry/exit fee plus 0.5% cashback | |
| Minimum Investment | 25,000 GBP | |
| Fund Currency | GBP | |
| Downloads | Contact us | |
| Request Application Form | Contact us | |
| Please note this investment is not capital guaranteed and is only suitable for investors who can leave their capital for 3 years or more and are prepared for low risk. *Loan to Value |
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First offshore fund that individually selects and invests in thousands of US personal loans, targeting a high income of 8.5% pa. Ideal for low risk income/growth. 0.5% Entry.
FMG Rising 3 FundCombines talented Hedge Fund Managers with Equity Managers in Russia, Indian and China. Entry 1%
The win or lose nature of Litigation Funding is significantly reduced since each case is insured againt failure. 0.5% cashback
The 1.2 FundAn innovative offshore fund that trades liquid indices, closing trades whenever it reaches a target of 1.2% pm. Entry 0.5%
Trend FundTrend following fund invests in 7 leading Managed Futures strategies at up to 2x leverage. Low Fees with High Target return of 20% + pa. Entry reduced to just 0.5%.
Contact us for more - Best Offshore Funds
Invest in Offshore Funds, Hedge Funds & Deposit Accounts. No FX fees. Massive dealing discounts & easy portfolio management. Valuable UK tax breaks.
This website states expert opinion on offshore investments. It is not personal advice as we are not aware of your individual requirements. This website is not directed at UK, US or Hong Kong residents. It is for UK expatriates & other international well informed investors who may legally invest offshore. read more
