NEW Investment Opportunity – Merill High Income Fund: GBP ‘£’ Hedged Share Class

February 19, 2019
|In Company Announcements
|By Jesmond Mizzi Financial Advisors

We are pleased to inform you that following the success of the Merill SICAV plc, which has now surpassed €70 million in assets under management, the Company is introducing a new GBP hedged share class under the Merill High Income Fund.

The Merill SICAV plc is incorporated as an open-ended collective investment scheme, registered in Malta, qualifying as a Maltese UCITS in terms of the UCITS Directive, and licensed by the Malta Financial Services Authority. The Fund is self-managed, however, the day-to-day investment management of this new GBP hedged share class will also be managed by the team of professionals at Jesmond Mizzi Financial Advisors Ltd.

In view of the uncertainty surrounding Brexit and its possible repercussions on UK focused investments; be it direct holdings or collective investment schemes, we felt the need to extend our product range to enable both our existing and prospective clients to diversify their sterling denominated portfolio to a more global exposure, within an active management approach.

We strongly believe in the importance of diversifying investments and that investments are actively managed on an ongoing basis. Investing in funds is an ideal way of reaching this goal and this is why we are now providing you with the opportunity to further diversify your investments on an international level. This new Merill High Income Fund: GBP hedged share class aims to provide you also with quarterly income and potential for capital growth.

You can invest in this new GBP hedged share class with a minimum lump sum investment of £2,500. You may also transfer existing sterling funds into the new share class ‘free of charge’ and tax will be deferred when such transfer is affected.

 

Launch offer

As an introductory offer to all clients, the initial fees to invest in this new GBP hedged share class will be discounted to 1 per cent for all applications received until 29th March 2019. The first trading date is 18th March 2019.

More information is available in the Fund’s prospectus available from our offices or from our website www.jesmondmizzi.com. Call your financial advisor on Freephone 8007 2206 to set-up an appointment.