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top ten funds for offshore bonds

20 Jun 12

Once you have chosen a suitable offshore bond for a client they will usually want help working out the underlying investments, something which is often tricky, particularly in volatile markets.

Once you have chosen a suitable offshore bond for a client they will usually want help working out the underlying investments, something which is often tricky, particularly in volatile markets.

Here, Leigh Stephens, investment director at Close Brothers Asset Management, offers ten funds he says an adviser may want to consider as a starting point for discussions with a client.

Click here to view the ten funds

Stephens advises that it should be noted there are often restrictions on some investments imposed by offshore bond providers and that it is “therefore vital to check their eligibility with the bond provider and also to aim to select a provider which will reclaim the tax on interest which is not paid gross – many offshore listed bond funds pay out gross income”. 
 

Tags: Close Brothers

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.