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Bespoke Products

Matrix is able to offer a range of innovative alternative fund and fund of funds solutions developed in partnership with wealth managers, charities, trusts and institutions.

Matrix has a wealth of experience in alternative investments and can develop bespoke products and fund mandates specific to a client's needs.

We would welcome the opportunity to speak with you about your ideas. Please click here for details of how to contact the sales team.

Key Points:

  • Full transparency on fund level

  • Direct access to the fund manager

  • Bespoke factsheet and price reporting

  • Bespoke charging structure, including attractive commission      

Structure and Taxation:

Open End Structure: Subject to Income Tax and available through SIPP, SSAS, Offshore Bonds, Charities, Trusts and Stand Alone

Closed End Structure: Subject to Capital Gains Tax and available through ISA, UCITS, NURS, Charities, Trusts and Stand Alone

UCITS Structure: Open end structure subject to UCITS regulations