Home > Services > Active Wealth > Fiduciary Investment Services > Fiduciary Fund Investment FIDUCIARY FUND INVESTMENT (“THE FUND”) The Fund is an innovative, cost effective and diversified investment solution which is independently controlled and designed around the requirements of fiduciary investors. Why the Fund? Classically, investment solutions have been wedded to a single manager’s philosophy and style. Manager diversification could be secured by appointing additional managers but this is expensive, time consuming and adds unwelcome complexity. The additional expenses impact on performance and a multi-manager segregated approach is usually only accessible for extremely wealthy investors. Additionally, the monitoring of multiple (and possible changing) investment managers adds additional costs and complexity. What is The Fund? The Fund is a collective investment fund that has: Sub-funds designed to meet the requirements of medium risk fiduciary investors At least three leading investment managers appointed to each sub-fund A target total expense ratio of less than 1% per annum A majority board of independent directors with substantial investment and governance experience A minimum investment of £250,000 An experienced and regulated investment business monitoring the investment managers An expected long term exposure to equities (60%) and asset diversifiers (40%) Independence The Fund is overseen by a majority of independent board members and maintains full independence by ensuring that the: Board is not conflicted by providing underlying investment management services Appointment of independent investment managers includes analysis of their people, processes, pricing and performance Fund assets are held by an independent custodian Appointment of ZEDRA Fiduciary Investment Services independently provides manager recommendations and monitors their ongoing performance GET IN TOUCH If you have any questions please feel free to send us a message. Your message Confirm message YOU MAY ALSO BE INTERESTED IN INVESTMENT CONSULTANCY CASH MANAGEMENT INVESTMENT CORPORATE DIRECTORS INVESTMENT PERFORMANCE & MONITORING HOW CAN WE HELP YOU? Get in touch Legal & Regulatory Notices | Privacy Notice | Sitemap Copyright © 2021 Zedra™ - All Rights Reserved We use cookies on our site to improve your ZEDRA experience. By continuing to browse our site you are agreeing to our use of cookies. More details here. I AGREE