Is investing in investment funds only for institutional and high net worth investors?

Not at all. Investment Funds can be the most cost-effective way for individual investors to optimize their returns as well as diversify risks across many markets. In the U.S., Europe and Japan, individuals have found investment funds to be a convenient and effective way to save for the future. deVere & Partners offers a range of investment services starting from as low as US $750 for regular savings and US$75,000 for lump sums.

Is investing in funds complicated?

It can be very simple. We make it easy by offering you a consolidated service where you can invest in a wide range of funds through one account. We call this pooled funds, or the multi-manager approach. As a client, you can deal by phone, e-mail and fax. If you prefer to see an advisor in person, that’s fine, too. Our advisors are always available to give you professional advice.

Are investment funds risky?

Funds range from conservative money market funds to more aggressive equity funds. By nature, investment funds are effective in spreading risk as the investors’ money is pooled into a collective vehicle and invested into various securities. Funds authorised by financial authorities follow strict diversification guidelines, which normally restrict investments in any one security. An average equity fund will own between 80 to 100 stocks.

Can I make better returns through direct stock or Property Investments?

Investment Funds are a good complement to an investor’s traditional stock, property and cash portfolio in return optimisation and risk diversification forms. While It may be easy for clients to access the local stock market, many investors overlook the risk involved in investing in one stock or one market. Conservative investors, who find direct stock investments too risky, may settle for lower returns from bank deposits without full knowledge of other investment options available.

What are the benefits of using an Independent Financial Advisor when I can deal directly with an investment fund house?

Due to the high volume of business placed by deVere & Partners, investors benefit from reduced initial fees and management charges that are not directly available from the institution.  deVere & Partners Independent Financial Advisors provide wider fund choice as well as independent advice. This “one-stop” best advice service is ideal for clients who want to diversify through a spread of fund houses.

Does independent advice cost more?

deVere & Partners does not charge clients extra fees for investment advice. Clients enjoy the benefits of fund choice, independent advice and one-stop convenience by paying the fees charged by the selected fund house. Clients may actually save on cost by investing through our Private Portfolio Service where any fee rebates received by deVere & Partners is passed directly back to the client.

Can I invest through my bank and get the same quality service?

Unlike banks, deVere & Partners focuses its business on investment funds and asset management.  For over 10 years, we have helped over 25,000 clients all over the world achieve their financial investment goals. Our dedicated team of research analysts, fund managers and experienced advisors, ensure our levels of service are of the highest and most consistent quality.

When I invest, are my funds tied up for a certain period of time?

That depends on what level of access you require. Most funds are accessible immediately, some without penalty. Some institutions offer bonuses in the form of allocated investment units as a reward for leaving funds invested during an initial period of 1 to 2 years.

Access and flexibility are essential topics your deVere & Partners advisor will discuss with you before recommending an investment or savings strategy.  Currently, over 32,000 different offshore funds and product providers exist within the market place. Our advisors allow their clients to design the product and investment portfolio which best suits clients’ particular needs.

How much control do I have over my investments?

As a unit trust investor, you have full control. deVere & Partners provides you with key investment information, transaction advice and consolidated statements to help you keep track of your investments. Investing in unit trusts could not be more simple or rewarding.

Who manages my investments?

A dedicated fund manager of the specific investment fund selected. These experts research the companies comprising the investment fund in order to ensure they offer excellent growth potential. A fund manager also alters the composition of the fund by buying and selling the individual holding to maximize the return.