offshore investments funds for expatriates & international investors    

offshore investments

         

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Best Offshore Managed Futures Fund

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High Growth Funds
Tulip Trend Fund
Ave. +28.41% PA return^
Up 16.57% this year!
Over 14 yrs of smooth almost straight line growth. Not linked to equities or bonds.
Man AHL Diversified
Man Investments' flagship fund Very low correlation to traditional markets.
Castlestone's Aliquot Agricultural Commodities Fund
+20.31% PA return^. Invest now as increasing demand and low supply drives prices higher.
 ^ to 31/07/08.
Capital Protected
Morgan Stanley Infrastructure Protected Growth Plan
180% Leverage of
S&P Global Infrastructure Index
100% Capital Protection*
Morgan Stanley FTSE Protected Growth Plan
170% of FTSE growth
100% Capital Protection*
*At maturity only
High Fixed Income
High Euro Income of 7% PA High GBP Income of 8.25% PA
Invests in Life Assurance contracts issued by A rated financial institutions - an asset independent of equity or bonds
How to invest

1. Review our pick of the best offshore investments or simply complete our enquiry form to request an adviser to contact you & start building a portfolio tailored to your risk/return needs

2. Read fund prospectus
3. Request an e-application form by clicking on the link
4. Post the completed application form to our recommended, regulated adviser & send money direct to the fund provider.
 
 
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Open a Luxembourg account through our regulated broker & save up to 90% on Fees*

 
 
Number of offshore funds  6689
Number of fund companies 160+
Normal Fund Front End Load* 5.0%+           
Front End Load You Pay* 0.5%           
Amount saved on every deal 4.5%
Deal Fee (buy or sell)** €5-25
Annual account fee** €36
Other fees* None
 
  Choose from HSBC, Fidelity, Baring, Templeton, GAM, Nevsky, INVESCO, Putnam, Blackrock, Thames River, Sarasin, Henderson, ABN Amro, Mellon, Legg Mason, etc....Contact Us  
 

 Not your traditional IFA

 
  Our clients have benefited from strong capital growth independent of traditional markets for many years. It is during these times of market turmoil that alternative investments really stand out from the crowd. If you wish to join our client list: Contact Us  

Regular Savings Account

Cheaper, more flexible, more convenient than any life company, bank or fund provider plus you have 100% liquidity of your savings at all times. Open a Luxembourg account above and your monthly savings will be automatically invested in the funds of your choice at the same discounted rate, plus on regular savings there are no deal fees!...Contact Us

High Growth Equity

  Templeton Latin American Fund  
Growth economy that has missed much of the effect of the credit crunch. +547.82% return in 5 years to 30/06/08

 UK Tax Benefits

 

Offshore Life Assurance Bond

 
UK investors including Non-doms benefit from roll-up of gains without deduction of tax on either offshore funds or offshore bank accounts held within this type of bond. You can also take 5% income pa with no immediate tax liability. Ideal if you need an income in the UK or need growth & will live abroad in the future.

 EU Savings Directive

Essential reading for EU residents who have offshore investments or offshore bank accounts especially as the with-holding tax increases next month from 15% to 25% >>

 Terms & Conditions  >>

  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 investors who may legally invest offshore >>  
  *Normal fund management fees apply. Based on on normal front end load of 5% & investment of 250,000 EUR. Deal fee waived on regular savings & annual account fee increases from €36 to €48.