The Private Managed Fund

For clients with an investment portfolio of at least £1m (which can include pension funds and ISA’s) Quotidian will create a personal private managed fund (PMF).

 

In essence, the PMF is a multi-asset portfolio giving access to a uniquely wide range of investments.

 

Through this arrangement a client will have the opportunity to set their own investment objectives and the level of risk they require.

 

The PMF is effectively a private unit trust for a single investor (or a family group).

 

There are significant tax advantages inherent to the PMF which could be beneficial both for UK investors and for those resident in the Isle of Man.