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Alternative Funds

Alternative funds have become a core component of many private and institutional investment portfolios because they:

  • Focus on absolute rather than relative returns

  • Aim for positive performance in all market conditions

  • Aim for low correlation to traditional asset classes

  • Can provide portfolio diversification

Matrix offers a broad range of alternative investment products using both in-house and external managers. These are marketed and distributed to individuals through IFAs, private banks, wealth managers and family offices as well as to institutional clients. Our product range includes:

Our funds are available in one of two structures:

Open End Funds:

  • Subject to income tax

  • £10,000 minimum investment

  • Available through SIPP, SSAS, Offshore Bonds, Charities, Trusts or Stand Alone

Closed End Products:

  • Subject to Capital Gains Tax

  • £50,000 minimum investment

  • Available through ISA, UCITS, NURS, Charities, Trusts or Stand Alone

The current product range is designed to offer a range of risk, product type and geography to meet investors' needs. Investor demand is matched with market opportunity and the best manager (in-house or external) is then selected.

Enquiries

Please click here for details on how to contact the sales team and for general fund enquiries