Capitaux offers a variety of investment solutions:
Collective Investment Schemes pool the funds of various investors to professionally manage large portfolios of various asset classes. These asset classes may include shares, debt securities, money market securities or a combination of any of these. Each investor holds a pro-rata share of a portfolio and they are entitled to the profits and losses that accrue to the funds in that portfolio.
Collective Investment Schemes hire full-time investment professionals to manage the investment portfolios. These managers have real-time access to crucial market information and they are able to execute trades in a very quick and cost-effective manner.
Collective Investment Schemes invest in a broad range of securities. This limits investment risk by reducing the investor’s exposure to a possible decline in the value of any one security. This implies that investors may benefit from diversification techniques that are usually only available to large investors who are able to buy significant positions in a wide variety of securities.
Collective Investment Schemes allow investors to participate via a lump sum or monthly debit order in diversified portfolios at a relatively low cost.
An investor in a Collective Investment Scheme would invest in a range of funds and enjoy the benefits of a diversified portfolio with a wide range of services. Fund managers are also responsible for deciding which securities to trade and they ensure that dividend payments are received and investor rights are exercised.
Collective Investment Schemes only make use of the services of high-quality custodians and registrars to make sure that investors have ease of mind.
Collective Investment Schemes allow for investment with no specific term, no exit penalties and have access to funds within 3 working days.
Investors receive quarterly valuation statements with all relevant information regarding fees, dividends, interest and capital growth.
