Access To Your Money If Your Circumstances Change
An investment portfolio should be looked at as a three to five year process as a minimum. However we understand that life happens and if you need to access your funds we charge no exit fees or lock-in periods.
In the main, the portfolios invest in liquid markets where the fund’s assets can be bought and sold easily even during periods of market turmoil. However, the investment managers will access funds that invest in less liquid assets such as property when they deem it appropriate.