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Funds of Funds

Matrix Managed Funds

Externally Managed Funds

Structures

Our funds of 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