Where To Invest? Some Popular Funds
We extensively research the investment market and carefully select funds with sound economics and a good trade-off between risk and return, as illustrated below:
Our broad emphasis is on resources and developing economies and to balance non-equity with equity investments. Here is a selection of the investments that frequently chosen by clients. See below for an overview and click on the link to pass through to the provider's website
LM Australia (Fixed Returns) Fixed returns of 7-9% based on very solid investments in the Australian property market - providing low-risk loans to established developers has a wide range of currencies and terms available, and can be hedged giving currency protection. (LM website)
Brandeaux (UK Student Accommodation) Funds that have shown steady returns of c. 10% whatever the financial climate by investing in high-end student property in established UK universities, which are typically used by wealthy foreign students. This demand benefits from the reduced value of the UK pound and the global demand for higher education in prestigious English-speaking institutions. (Brandeaux website)
Nomura Notes (Fixed Return based on Market Targets) Nomura is a Japanese bank offering various "notes" - a contract to pay a fixed return on the condition of certain market targets having been achieved. If the investor is comfortable with these targets, which can be based on equities, indices or specific commodity prices, they offer attractive fixed returns. These notes are offered frequently and each is open for a limited period. (Nomura website)
Iveagh
(Cautious Fund Managed for Guinness Family) A newly launched
London-based fund that for the first time allows the private investor to
use the same team that manages and preserves the wealth of the Guinness
family, a defensive selection of stocks, property, bonds and
commodities that aims to return at least 10% per annum with an emphasis
on wealth protection. (Iveagh website)
MAN (Alternative Investments with Capital Protection Option) Funds investing in a range of approaches aiming to give steady investment growth that is unrelated to the equity markets, with optional capital guarantee providing 100% protection of the original investment. (MAN website)
Castlestone (Mineral and Agricultural Resources) New York-based fund manager focusing on buying commodities including foodstuffs, energy and metals, which we see as a good medium term investment given the global economic recovery and demands on resources. Castlestone also have a fund investing in Modern Art. (Castlestone website)
Ascenta (Large and Small Resource Company Equities) New Anglo-Canadian fund investing mostly in large resources companies (in mining, metals, oil, gas etc.) to give stability and liquidity, but with up to 30% in small-medium projects that require finance and expertise and offer high performance. This fund seems to be well-placed to benefit from a global recovery, gradual exhaustion of mineral resources, population growth and the rise of resource-hungry developing economies like China and India without having to buy equities in those emerging and volatile stockmarkets. (Ascenta website)
FMG Rising Three (Russia, India and China Equities) Swedish-based fund offering equity investments taking a stake in these rising economies showing stronger signs of recovery than the debt-ridden West. FMG specialises in developing markets and have funds in Asia, Africa, Latin America, the Middle East and Eastern Europe. (FMG website)
AMT
Futures (Automated Securities Trading) London-based company
offering a range of funds based on trading of commodity futures, aiming
to make money whether the markets are moving up or down. AMT Futures
offer three levels of volatility to investors. (AMT Futures
website)
Porton Capital (Commercial exploitation of UK military/space/atomic research) Porton Capital is a part-UK government-owned holding company created to commercialise UK government-sponsored technology. It has set up a series of research companies to develop and adapt military technology such as rapid medical diagnosis, phone encryption, waterproofing, chemically-sensitive holographs and long-distance "x-ray" imaging. These companies generate licence fees and are targets for takeovers generating multiples of their current list value. It's possible to invest in individual projects or Porton Capital itself. (Porton website)
Other Investment Opportunities Sinclair James has extensive contacts in a wide range of business circles and this can often lead to us becoming aware of investment opportunities in private companies that haven't yet publicly listed. These have included start-up enterprises in mining, technology and other areas where some knowledge of the field is important. As a result we only inform our most experienced and knowledgeable clients of these opportunities.
These are only a selection of what we recommend - it all depends on the individual client's situation and preferences.
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