Northern Trust expands First Sentier Investors partnership. Under the enhanced collaboration, Northern Trust will integrate a number of front-to-back solutions for the firm’s public market fund business in Australia https://lnkd.in/d6hCqyHk#fundadmin#Custody
A case for Index Tracking: Liberty’s index-tracker fund poised for growth as it marks its 10th anniversary https://lnkd.in/dN7GjuEv
Liberty’s institutional index-tracking fund has attracted more than R9bn in assets under management since its founding 10 years ago, indicating investors' growing desire for reliability and stability in an uncertain world.
Liberty Group South Africa
Hey Stewards,
Did you know of the special Funds in Kenya??
Diversification Across Regions, Products, and Asset Classes in One Solution..ie SPECIAL FUND.
Kenya's investment landscape is evolving, with Special Funds offering exciting opportunities for both retail and institutional investors. These funds, regulated by the Capital Markets Authority (CMA), provide a diversified strategy to help investors grow their wealth while managing risk—across regions, asset classes, and products.
Two standout funds currently making waves are the Mansa-X Fund by Standard Investment Bank (SIB) and the Special Oak Fund by Faida Investment Bank.
Here's a brief look at both:
✔Mansa-X Fund 🌍
A multi-asset strategy fund focused on global stock exchanges (NYSE, LSE, FRA, HKG), using a long/short trading model to maximize returns and protect capital.
Minimum Investment: KES 250,000 (USD 2,500)
Minimum Top-up: KES 100,000
Lock-in Period: 6 months
Target Return: Maximizing returns with capital protection
Performance Fees: 10% on surplus above 25% return hurdle
✔Special Oak Fund 🌱
A diversified fund focusing on local ,regional and global markets offering a balanced portfolio for stable, long-term growth.
Minimum Investment: KES 1,000,000 to be revised to KES 100,000 soon.
Minimum Top-up: KES 100,000
Lock-in Period: 6 months encouraged to make 1 year (power of compounding)
Management Fee: 6% annually
Target Return: 20% net per annum
Why Diversification Matters
Both funds provide diversification across a wide range of asset classes and markets, offering a balance of local, regional, and global exposure. By combining different investment strategies, they help reduce risk while maximizing growth potential.
These funds offer strategic solutions to optimize returns and manage risk, allowing you to achieve both growth and security in one investment.
We’ll continue to monitor and update you on the progress of these funds, ensuring you stay informed about how they are evolving in today’s dynamic market.
For more information https://lnkd.in/dgpGeDzR a special shoutout to Rina Hicks for informing us more about the special fund.
Don’t miss out on the opportunity to diversify and secure your financial future!
#FinancialLiteracy#GenerationalWealth#StewardshipOfGodGivenResources#FinancialFreedom#PortfolioDiversification
🌐 Join our upcoming webinar, hosted in collaboration with Loyens & Loeff, to explore the indispensable role of Luxembourg host AIFMs in fund management.
Hear from my colleagues Marc van Rijckevorsel and Diana Vinarski, alongside Frank van Kuijk and Benjamin Hitzges from Loyens & Loeff.
#AIFMs#FundManagement#FundManagers
🌐 Join our upcoming webinar, hosted in collaboration with Loyens & Loeff, to explore the indispensable role of Luxembourg host AIFMs in fund management.
Hear from my colleagues Marc van Rijckevorsel and Diana Vinarski, alongside Frank van Kuijk and Benjamin Hitzges from Loyens & Loeff.
#AIFMs#FundManagement#FundManagers
Publisher & Industry Connector | Leading Captive Insurance Times with Expertise in Content Strategy, Marketing, & Design | Elevating Brands at Global Industry Events
Northern Trust expands First Sentier Investors partnership. Under the enhanced collaboration, Northern Trust will integrate a number of front-to-back solutions for the firm’s public market fund business in Australia https://lnkd.in/dpAeF4x5#fundadmin#Custody
🌐 Join our upcoming webinar, hosted in collaboration with Loyens & Loeff, to explore the indispensable role of Luxembourg host AIFMs in fund management.
Hear from my colleagues Marc van Rijckevorsel and Diana Vinarski, alongside Frank van Kuijk and Benjamin Hitzges from Loyens & Loeff.
#AIFMs#FundManagement#FundManagers
Northern Trust expands First Sentier Investors partnership. Under the enhanced collaboration, Northern Trust will integrate a number of front-to-back solutions for the firm’s public market fund business in Australia https://lnkd.in/dPgu6Jr7#fundadmin#Custody
Co-founder, CEO at GEEIQ | Vogue Business 100 Innovators
1moThank you Teppei wonderful evening! 🙏