Smart Fund Protected... for international Expats looking for a safer investment choice
The all new iGuard Protected Smart Fund Range, is an innovative solution for the more risk averse expat investor.
Available in multiple currencies and offering 80% ratchet protection, provided by Morgan Stanley, one of the worlds largest financial institutions.
Ideal for the expat who understands the need to invest but is worried about risk.
It's taken two years in the making so download the e-guide now to find out more.
As a brief overview, here are some of the advantages of our multi-currency Smartfund 80% Protected Range.
The new Smartfund 80% Protected range offers the returns of multi-asset risk-graded portfolios managed by Smartim.
Benefit from capital protection of 80% of the highest ever fund value achieved, provided by Morgan Stanley.
There is no fixed period or penalties when you sell your investment.
The fund is made up of two parts: the risk-graded portfolio which is managed by Smart Investment Management (Smartim) and the protection which is provided by Morgan Stanley.
The risk-graded portfolio is managed by experts at Smart Investment Management (Smartim). Each portfolio has a specific risk profile and invests in a carefully constructed blend of different assets such as equities, bonds, property, commodities, foreign exchange, alternative investments and cash.
The protection is delivered using a variety of tools which effectively insure the performance of the fund. The cost for the insurance comes from the limited upside performance which is capped on a monthly basis, however the performance cap still allows investors the potential of 30%+ returns per annum meaning it’s a win-win for everyone.
As the saying goes ‘there’s no such thing as a free lunch.’ Being able to protect your investment is appealing but not if the cost of doing so is prohibitive. The Funds aim is to deliver the maximum protection with the minimum negative impact on your investment returns.
With so many different providers and solutions on the market today it can be hard to know which advice to trust.
Guardian GS is the global arm of Guardian Wealth Management, a UK regulated international financial planning firm with over 7,000 clients and over half a billion US dollars under management.
Guardian GS has been specifically created to assist clients in the more remote areas of the world and uses the latest online technology to ensure you are in touch with your money, and your planner, wherever you may be living.
All of our Planners are qualified to provide financial advice from the jurisdictions in which they operate.
Guardian boasts being one of the few Planning companies to have an in-house Investment Committee comprising both internal and external specialists. All overseen by our own in-house Chartered Financial Analyst.
Guardian GS is fully independent and can choose from an extensive range of potential solutions. However the most important decision is the security of where your money is held. Guardian mainly use UK Crown Dependencies or territories with similar protection and the same transparent regulations.
It is important you are confident that the advice you receive is truly independent. Guardian can offer a range of pricing options including fixed fee, initial fees or provider based. You can be sure though that all charges are transparent and you know how much it will cost and what you can expect before opening any plan.
Guardian GS has a number of options for keeping in touch. Depending the service you choose we hold interactive web meetings, online conferencing and Seperately Managed Account (SMA) investor platforms with cutting edge client portals. Our SMA platform provided by Praemium International recently won the Lonsec Awards for best investment platform. Guardian GS uses client portal technology to manage the application process, taking away as much of the hassle from you as possible.
This company has been advising me for the past 17 years. During this time I have found them to be professional and positive in respect of advice. I have recommended them to family and friends who have all been very satisfied with the service given.
Malton | UK
I would very much like to thank you for all your advice, care and attention over my affairs through the last 2.5 years. I have felt my business, albeit very modest, to have been with a really very safe pair of hands and I have thoroughly enjoyed the contact we have had. I am only sorry not to have started sooner!
Retired ICRC | Geneva
The brand new iGuard Smartfund with 80% capital protection