Focused approaches
Understand the objective, investment universe and approach described in the relevant strategy documents.
Our wealth product suite
Specialised Investment Funds
Discover specialised investment strategies for eligible investors seeking exposure to focused investment approaches.
Let’s talk about Specialised Investment Funds03
Access differentiated investment opportunities.
Part of one connected financial ecosystem.
Built around your next chapter.
Access differentiated investment opportunities.
Some investment needs call for a more focused strategy. Specialised Investment Funds are an area to explore after understanding the investor profile, the approach being considered and its place within a broader portfolio.
What we can explore
Eligibility first
Confirm the applicable investor and product requirements before considering participation.
A portfolio perspective
Consider how a specialised strategy may interact with your existing investments and concentration risks.
A clear understanding
Discuss liquidity, investment risks, costs and disclosures before taking the next step.
Before you take the next step
- Investor eligibility under the applicable product framework
- The investment strategy, liquidity and risk disclosures
- Your wider portfolio and capacity to absorb losses
Availability and suitability depend on individual circumstances and applicable requirements. Review the relevant documents and seek qualified professional guidance where appropriate.
Your questions, considered.
Is this suitable for every investor?
No. These opportunities are intended for eligible investors, and suitability must be considered in light of individual circumstances.
How does a conversation begin?
Share your investment objectives and existing portfolio context. Specific opportunities should be assessed using current offering documents.
Your next chapter starts here
Start a conversation Imagine what’s next.
Tell us what you want to build, protect or pass on. Let’s begin with a conversation.