curzon launches Swiss share class

Added 3rd February 2012

Curzon Alternative Investments has launched a Swiss franc share class for its Traded Options Fund.

curzon launches Swiss share class

The Bermuda-domiciled OEIC, which was launched in June 2011, employs a strategy of selling options on the FTSE 100 index and selected FSTE 100 stocks. Curzon said the fund has shown “consistent positive returns” since its launch. According to the company’s factsheet, the fund was down 0.99% over six months, but up 6.64% over the three months to the end of January 2012.

Curzon said the fund has attracted substantial retail investment since launch, and is available through all major platforms and international life offices.

The company added that demand from international IFAs and European investors looking to diversify away from the euro, led it to launch the additional share class. It was made available on 1 February.

Marketing director for Curzon, Charlie Goldsmith, said: “We are pleased to offer a CHF share class as an additional option to the increasingly popular Curzon Traded Options Fund. This has come about from escalating demand from both brokers and investors not just in the Swiss communities but globally as clearly, for many, investing into this currency offers a diversified and potentially safer alternative within a portfolio.”

Minimum investment is £10,000 (CHF10,000), with an initial charge of between 1% and 3% and an annual management charge of 1%.

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

International Adviser is aimed at global intermediaries who advise their HNW clients on International fund, life and banking products and tax efficient solutions to their cross-border needs

Editor's Pick

Singapore regulator vows tougher action after 1MDB scandal
Singapore regulator vows...

Lapses in anti-money laundering and other scandals...

Damning BHS report highlights need for DB pension reform
Damning BHS report highlights...

The collapse of British department store group BHS...

Brexit could see 30% of older savers change retirement plans
Brexit could see 30%...

Around a third of people in the UK approaching retirement...

Promoted Content