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Mutual Funds

Mutual funds

A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

Mutual funds give individual investors access to professionally managed portfolios of different securities such as: equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the returns or losses of the fund.


Offshore
Mutual funds registered outside the USA.


Domestic
Mutual funds registered inside the USA.


Access to more than 500 funds

  • Alliance Bernstein
  • Ninety one
  • BlackRock
  • Morgan Stanley
  • Pioneer
  • Legg Mason
  • Schroders
  • Franklin Templeton
  • MFS Meridian
  • PIMCO
  • JP Morgan
  • Nuveen
  • Polen
  • Calamos
  • Cullen
  • H2O
  • New Capital
  • Carmignac
  • Lord Abbet
  • Robeco