Lombard 82 Series 7 Review

Lombard 82 Securitisation Fund – Series 7A modern investment approach designed to provide consistent returns Key FactsSuitability – Professional Investors Only Interest – 8% per annum (2% per quarter)Subscription period – The subscription period is ongoing. Each EMTN can be purchased at any time from 1 January 2019 until 31 December 2023.Investment currencies – GBP /

October 20, 2019

Lombard 82 Series 9 Review

Lombard 82 Securitisation Fund – Series 9A modern investment approach designed to provide consistent returns Key FactsSuitability – Professional Investors Only Interest – 6% per annum (1.5% per quarter)Subscription period – The subscription period is ongoing. Each EMTN can be purchased at any time from 1 January 2019 until 31 December 2033.Investment currencies – GBP /

October 20, 2019

SBI Resurgent India Opportunities Fund Review

About The fund ManagerSBI Funds Management has emerged as one of the largest player in India advising various financial institutions, pension funds, and local and international asset management companies. Shashank Tulsyan, CFA – He has over 10 years of industry experience. Shashank has covered various sectors such as Industrials, Financials and Consumer discretionary at SBIFM over

January 27, 2019

Reliance WIO India Fund Review

About The Fund ManagerReliance Mutual Fund (RMF) is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of  INR 2,43,593 Crores. The Fund Manager, Umesh Gupta has over 13 years of experience in portfolio management, equity research and business analysis and has closely tracked various sectors, including capital goods, engineering, construction, cement and

January 27, 2019

Momentum Wealth Personal Portfolio Review

Momentum Wealth Personal Portfolio is The Cheapest and Best Managed Investment Platform of its kind.The Momentum Wealth Personal Portfolio is designed for investors, looking for a medium to long-term investment service, who want maximum flexibility and liquidity in their offshore investment portfolio.Benefits of the Personal PortfolioInvestors have full access to their investment without penalties or restrictions –

January 27, 2019

Investors Trust Platinum Plus Review

Investors Trust Platinum Plus is The Cheapest Version of the Platinum Investment PlanThe Investors Trust Platinum Plus investment plan is the cheapest version of the Platinum Investment Plan. It is designed for the investors who have at least USD 100,000 to invest, and those who don’t want any commitment to invest money in a contractual savings plan, even for

January 27, 2019

ITA Platinum Select Review

Investors Trust Platinum Select is The Slightly Cheaper Version of the Platinum Investment PlanThe Investors Trust Platinum Select is the slightly cheaper version of the Platinum Investment Plan. It is designed for the investors who have at least USD 50,000 to invest, and those who don’t want any commitment to invest money in a contractual savings plan,

January 27, 2019

Investors Trust S&P 500 Index Lump Sum Investment Review

Investors Trust S&P 500 Index Lumpsum is arguably The Best Capital Protected Investment Plan in the market.If you need an investment plan with capital protection, the Investors Trust S&P 500 Index Lumpsum is arguably the best option out there lowest entry point.It allows you to invest and participate in the full growth of the S&P 500 (as

January 26, 2019

Investors Trust Platinum Review

Investors Trust Platinum is The Lowest Entry – Lump Sum Investment Plan in the market.The Investors Trust Platinum Investment Plan is a lump sum investment platform, designed for the investors who have at least USD 10,000 to invest, and those who don’t want any commitment to invest money in a contractual savings plan, even for 5 years. Investors

January 22, 2019

Zurich Vista Review

Zurich International Vista is the second most expensive regular savings plan in the market.Zurich International Life Vista range of savings plans are called – ‘Vista – our simple, regular savings policy’, by Zurich. I can tell you right now, there is nothing simple about this product.The charges are difficult to understand, and the product has very

January 22, 2019

Generali Vision Review

Generali Vision is currently the most expensive regular savings plan in the market.Latest Update (January 2019) : Assicurazioni Generali UAE, is not accepting anymore business from clients in the U.A.E.  The Generali Vision UAE savings plan is a unit-linked, regular premium, whole of life assurance plan. It is designed for medium to long-term regular saving. To maximise its

January 22, 2019

Metlife Wealthbuilder Review

Metlife Wealth Builder is the third most expensive regular savings plan in the market.The Metlife Wealth Builder savings plan is similar to other savings plan offerings by life insurance companies with investment options of mutual funds and a couple of ETFs.Minimum Contributions & Investment TermsMinimum Contributions – USD 600 per month / USD 7,200 per yearThe

January 22, 2019

Friends Provident Premiere Advance Review

Friends Provident Premiere Advance is the fourth most expensive regular savings plan in the market.Friends Provident Premier Advance is a unit-linked regular payment savings plan designed to be held as a medium to long-term investment.Friends Provident Premier Advance also has mirror funds similar to the Zurich Vista Savings Plan which add another layer of costs

January 22, 2019

Investors S&P500 Index Review

Investors Trust S&P 500 Index is arguably The Best Capital Protected Savings Plan in the market.Investors Trust S&P 500 Index is a range of savings plans with ‘unlimited growth and downside protection’.Although there are other capital protected savings plan providers in the UAE, Investors Trust is the only licensed savings plan provider out of them.If

January 21, 2019

Investors Trust Evolution Review

Investors Trust Evolution is The Lowest Cost Savings Plan in the market.Although there are many providers of savings plans in the UAE, Investors Trust Evolution savings plans shine apart from them.Investors Trust call their Evolution range of savings plans – ‘the new generation of savings plans’. If you are trying to invest money in a regular savings plan,

January 20, 2019