Life Settlements Funds

 

 

The Tortoise or the Bear?

After heavy equity losses and luminaries such as Antony Bolton at Fidelity predicting an end to the bull market where does that leave investors?

Out of pocket is the short answer. It has actually been measured that a financial loss carries 2.5 times the emotional burden of the equivalent gain. What that confirms is something we all know. Investors do not have a consistent view of risk. If they make money they are happy but if they lose money they feel 2.5 times worse. So advising people on their wealth is a tough job.

So what is the answer?

Well what about buying an asset which has a fixed final value but at a deep discount. And then gently unwinding the value over time. Investors enjoy a smooth and comfortable ride.

Assured Fund offers investors the opportunity to invest in the exciting market of US Life Settlements. By purchasing Life polices at a deep discount, investors benefit from a fund that offers the potential to marry the competing goals of high returns and low volatility.

Assured Fund is not correlated to shares, bonds or commercial property so is a valuable addition to just about any portfolio. All investors should expect to see are smooth and steady ongoing returns.

What sets Assured Fund apart is how it has identified the key risks in the sector and taken steps to mitigate them.

As one of the largest open ended investment funds in this arena, investors benefit from exposure to a large number of policies thereby further reducing risk and improving the accuracy of the predicted returns. Assured Fund has been tailored to meet investors’ particular profiles, offering nine share classes over four currencies

The EEA Life Settlements Fund provides a low risk solution with the prospect of stable and consistent returns totally uncorrelated to traditional investment markets.

  • Aims to achieve a minimum benchmark net return of 8% per annum
  • Targets a consistent total net return of 9% - 10% per annum
  • Invests in an asset class unaffected by volatility in traditional investment markets
  • Diversify portfolios to reduce 'risk' but maintain 'reward'
  • Aims to provide stable and positive returns each month
  • Invest with secure and well-known partners in a regulated structure

Available in USD, Sterling and EURO. Minimum investment USD50,000 initial and USD10,000 thereafter

It is the smart institutional money driving (and profting from) this market but these funds offer retail investors access to a specialist Life Settlement fund run by some of the most respected teams in the market. One popular misconception is that by investing in life settlements you are profiting from other peoples misfortune. This is not the case. The average face value of a policy in Assured is well over a million dollars. This is wealthy americans trading in an asset they don't need and giving themselves an option to improve on the poor values offered by their original life office.

None of the above are available to US Persons. If you are a US Person and you wish to invest in this asset class, click here for details of funds that are available to you.

Click here for more detail of Assured Fund

Click here for more detail of EEA LIfe Settlements Fund