Our View on Offshore Investments

Diversification is key to a successful offshore investment portfolio.

Most advisers and thereby, investors, choose to ride the ups and downs of stock markets,  however we believe equities are much higher risk than normally perceived. This is evident when you compare with alternative investments that in general can produce higher returns for less volatility.

The reason most investors choose equities is not simply they are well publicised, easy to understand and trade, but that advisers are familiar with this method of investing and unless the investor is sufficiently experienced or affluent, then the adviser is restricted on proposing alternative investments. Similarly most advisers have no experience of alternatives and are stuck in the cycle of choosing equities, bonds or even gilts.

We are the opposite. We have always preferred alternatives and only occasionally dipped into equities. Currently we would be hard pressed to recommend any equity investment, yet can propose with confidence a number of alternative funds.

We like Managed Futures funds or Trend funds since they offer consistent performance with no requirement to make a market prediction.

As Bank lending is restricted and unlikely to return any time soon, we are positive on some of the new providers who have stepped into the market. Lending to UK legal practices backed up by insured case failure (a kind of Asset Backed Lending) can bring consistent monthly returns.  Bridging Finance directly secured on UK properties using low Loan to Values also offers strong returns. Secured lending brings a welcome degree of certainty to investment returns.

We are also positive of a few innovative alternative managers who finds new ways to capture Alpha.

Contact us now for more details of our fund recommendations.