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Collective Investment Schemes

We offer a wide range of investment funds under Collective Investment Schemes (CIS) to investors. Our investment policies are anchored on strategies to outperform set benchmarks and funds of similar strategies. Our clients can easily access a variety of investment solutions to achieve diversification through our portfolio allocations to Government treasuries, notes and bonds, high-grade corporate bonds and notes, other fixed income instruments, and listed equities.

With our CIS, clients can trust Ashfield to help them meet their investment goals of retirement income and planning, savings, educational expenditure, family welfare and healthcare, and many more.

Ashfield manages three (3) CIS’s Below:

Schemes

Our Collective Investment Schemes (CIS) provide a platform for investors to pool their resources together, enabling access to a diversified portfolio of assets. These schemes offer a cost-effective way to invest, as the collective pool can achieve economies of scale and greater investment opportunities. Managed by our skilled fund managers, our CIS products are structured to deliver consistent performance and long-term value for our investors.

Overview
Asset Location and Fees
Limitations
Risks
Parties

Acknowledgement of Risk

Investors should recognize that investing in financial instruments involves certain risks and special considerations. The value of the Fund’s assets may be adversely affected by macroeconomic environment.

As a result of the risk considerations, it cannot be guaranteed that the Fund will achieve its stated investment objectives though the Manager of the Fund shall seek to preserve the value of your investment.

Gold Money Market Funds

Freedom Fund Unit Trust

Mcottley Unit Trust Fund

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