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FPI Isle of Man Fund News

April 10, 2017

Notification of a change to the communication method regarding the Friends Provident International Limited internal fund range

06 April 2017

As you will be aware, we regularly write out to policyholders and advisors advising of changes to our internal fund range, usually triggered by changes to the respective underlying fund.

We have reviewed this practice and concluded that this is unnecessary and that in future, we will restrict this kind of fund related communication to important news. As a result, with effect from 6 April 2017, we will write to policyholders and advisors only when there are significant changes, namely fund closures and fund suspensions.

We will continue to publish all changes to our fund range but rather than advising policyholders by letter, fund updates will continue to be notified via these ‘Fund News’ pages of our website.

Please just visit this webpage to keep up to date with any fund events relating to your funds.

Please be reminded that you can access details of your fund holdings online at any time through our Portal. You can sign in to or register for an online account by clicking here.

Should you have any questions regarding this change, please contact International Funds & Investments.



KL Office – Dates Closed

January 16, 2017

The KL office will be closed on the following dates.  Please ensure that anything urgent is given enough time to be sorted. To contact us during these times please send me an SMS, an e-mail or use the  Contact Me  page.   

 

Aug 15th until Aug 22nd (reopen 23/8) – Travelling to Phuket, Thailand.

Aug 31st until Sep 6th (reopen 7/9) – Travelling to Miri, Sarawak and Brunei.

Sep 16th until Sep 18th (reopen 19/9) – Public Holiday
Sep 21st (reopen 22/9) – Public Holiday

Oct 18th (reopen 19/10) – Public Holiday

Dec 1st until Dec 3rd (reopen 4/12) – Public Holiday
Dec 23rd until Dec 25th (reopen 26/12) – Public Holiday



Hansard International Shariah Funds

December 16, 2016

Hansard Shariah Funds

Hansard International have a good range of Sharia compliant funds from Emirates, Crescent, Franklin and Templeton fund managers.

Please Contact Me if you are interested in these funds or in including them as part of your portfolio.  I shall keep the list updated here, so come back and check at any time.

 



Cornhill NEW Lifestyle Performance Figures

October 3, 2016

Here you will be able to download the regular performance figures and fact sheet for the Cornhill NEW Lifestyle Savings Plan, available from 31st July 2016 This will be updated as often as possible but please feel free to Contact Me for more information or to get something started.

 



Premier Eco-Resources Fund Suspension, updated Aug 2017

July 14, 2016

This fund is now being wound-up.

November 30th 2016: Premier Group IOM went into liquidation and is currently under investigation by the Liquidators.

December 16th: The IOM Courts appointed an Inspector to consider the running of the Eco-Resources fund and its finances.

December 19th: The Fund Directors issued a report.

December 20th: Following the EGM all existing company directors resigned.

January 16th 2017: new EGM to look at appointing new directors.

March 18th: IOM High Court ordered the winding-up of the fund (see attached article).

August 4th: IOM Courts have ordered the replacement of the appointed Liquidator (see attached article).

The fund appears broke and the only hope seems to be if the Liquidators can find any wrong-doing which would allow them to claim funds from elsewhere.  The August decision by the IOM Courts seems to indicate the IOM Government’s desire to see the fund rescued rather than liquidated.

As more information gradually comes to light I shall publish it.  If you have any questions related to this fund, then please Contact Me and I shall see if I can get the answers. 

 



Guinness Global Money Managers Fund

July 14, 2016

The Guinness Global Money Managers Fund gives investors exposure to the growth potential of companies in the asset management sector.

The Fund is managed for capital growth and invests in companies engaged in money management services (primarily asset management, but also wealth management, stock exchanges, custodian and trustee services and other specialist service providers).

They believe that, over the long term, asset management companies can grow their earnings faster than the general equity markets. Successful asset management businesses can grow very rapidly, particularly in rising markets. Their risk-return characteristics are especially attractive from a shareholder’s point of view, since they tend to require relatively little capital to grow. Asset management is also a growing global sector: assets under management are rising faster than underlying equity markets.

The Fund is a long-only equity portfolio of around 30 equally-weighted positions. 80% of the Fund is normally invested in companies with a market capitalisation over $500 million.

For more information on how this can become part of your portfolio, please Contact Me.

 



Guinness Alternative Energy Fund

July 14, 2016

The Guinness Alternative Energy Fund gives investors pureplay exposure to global alternative energy markets. 

The Fund is managed for capital growth and invests in companies in the solar, wind, hydro, geothermal, biofuels, biomass and energy efficiency sectors. They believe that over the next twenty years the alternative energy sector will benefit from the combined effects of: 

  • Improved Economics – renewable energy becoming competitive with power from fossil fuels
  • Valuation – alternative energy equities are undervalued due to poor energy sector sentiment, whilst fundamentals of renewables remain strong due to low cost of installation
  • Long-term growth – corporate, consumer and government interest due to economics underpins long-term prospects
  • Solutions – alternative energy offers solutions to climate change, pollution, and energy security

The Guinness Alternative Energy team has been managing alternative energy portfolios since 2006. The Fund is a long-only equity portfolio of 30 equally-weighted positions. Normally the Fund is invested in companies with a market capitalisation over $100 million.

For more information on how this can become part of your portfolio, please Contact Me.

 

 



Guinness Global Energy Fund

July 14, 2016

The Guinness Global Energy Fund gives investors exposure to global energy markets. The Fund is managed for capital growth and invests in companies in the oil, natural gas, coal, alternative energy, nuclear and utilities sectors.

GAM believe that over the next twenty years the combined effects of population growth, developing world industrialisation and diminishing fossil fuel supplies will force energy prices higher. The Fund aims to benefit from this environment by investing in companies with energy resources, and in their service providers and distributors.

The Guinness energy team has been managing energy portfolios since 1998. They invest long-only and run a portfolio that comprises 30 equally weighted positions. Normally 90% of the Fund is invested in companies with a market capitalisation of over $1 billion.

For more information on how this can become part of your portfolio, please Contact Me.

 



Guinness Global Innovators Fund

July 14, 2016

The Guinness Global Innovators Fund is designed to provide investors with exposure to companies benefiting from innovations in technology, communication, globalisation or innovative management strategies. The Fund is managed for capital growth, and holds a concentrated portfolio of large and medium-sized companies in any industry and in almost any region.

Launched in 2014, the Fund is a UCITS version of their global equity strategy as successfully applied to a mutual fund for US investors since 2003. 

They invest in companies they believe can create value through original thinking. There are many forms of innovation, not just disruptive products from scientific and technological advances. They believe innovation is the intelligent application of ideas and can be found in virtually all industries and at different stages in the company lifecycle. Companies in more mature industries can make improvements in existing products to boost sales and customer loyalty; or they can apply smarter management and improved processes for faster and more efficient product delivery.

GAM believe innovative companies that develop competitive strengths (and maintain good capital discipline) will deliver the key factors behind superior shareholder returns:

  • Higher than average return on investment
  • Persistent growth over a business cycle 

They maintain a high conviction portfolio of around 30 equally-weighted stocks, with low turnover and no benchmark-driven constraints on sector or regional weightings.

For more information on how this can become part of your portfolio, please Contact Me.

 



Guinness Asian Equity Income Fund

July 14, 2016

The Guinness Asian Equity Income Fund is designed to provide investors with exposure to high quality dividend-paying companies in the Asia Pacific region. The Fund aims to provide long-term capital appreciation and a source of income that has the potential to grow over time.

The Asian region is made up of a mix of advanced, high-income economies and newly industrialised countries that are home to 54% of the world’s population. Industrialisation brings with it increased wealth, improved standards of living and a vast consumer market that attracts both domestic and international brands.

China‘s 19 million passenger car market makes it a magnet for US, European and Japanese carmakers. Its manufacturing capabilities are unmatched in cost and scale, from clothes to electronics to ships. They make China the world’s largest trader of goods valued at over $4 trillion. South Korean and Taiwanese companies dominate the production of computer chips and personal electronic devices. India has 900 million mobile phone subscribers but only 110-120 million have a smartphone. This is the next big smartphone market. But high growth and rapid development is often accompanied by volatility and risk.

They focus on profitable companies (in cash terms) that have generated persistently high return on capital over the last eight years, demonstrating stability and resilience. Historically, companies in our universe have gone on to deliver significant dividend growth. They believe strong cash generation and its distribution as dividends also provide a degree of downside protection against volatility in local markets.

They maintain a high conviction portfolio of around 30-40 equally-weighted positions with a minimum market capitalisation of $500 million, with low turnover and no benchmark-driven constraints on sector and regional weightings.

For more information on how this can become part of your portfolio, please Contact Me.

 



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