Funds of Funds
Matrix's range of alternative funds of funds include both internally managed and externally managed funds.
Matrix Managed Funds
Externally Managed Funds
Bespoke Products
Innovative alternative investment solutions developed in partnership with institutions, charities, trusts and wealth managers
Subject to Income Tax for open end structure and Capital Gains Tax for closed end products
Bespoke factsheet and reporting of monthly prices
Bespoke charging structure, including attractive commission
Structures
Our funds are available in one of two structures:
Open End Funds:
Domiciled in Bermuda and listed on the Irish Stock Exchange
Subject to income tax
£10,000 minimum investment
Available through SIPP, SSAS, Offshore Bonds, Charities, Trusts or Stand Alone
Closed End Products:
Domiciled in Bermuda and listed on the Channel Islands Stock Exchange
Subject to Capital Gains Tax
£50,000 minimum investment
Available through ISA, UCITS, NURS, Charities, Trusts or Stand Alone
Enquiries
Please click here for details of how to contact the sales team and for general fund enquiries.
Fund Managers please contact the FOHF team on fohf@matrixgroup.co.uk