This is a fund that targets small to medium-size pension schemes and Individual Pension Plans; it is designed to consistently perform in the top quartile of retirement benefits funds with an option of having up to 15% of the portfolio invested off-shore.

The fund invests across equities, bonds and cash. It also has a bias towards equities offering long term value rather than those with more cyclical returns.

An advantage of this fund is that clients may make withdrawals at any time. However, a one calendar months' written notice is required for clients who wish to make a full withdrawal.

The investments are in accordance with the investment limits prescribed the Retirement Benefits Authority (RBA) investment guidelines.

Please Click Here to view the features and benefits of the Managed Retirement Fund.

Why invest in BAAM Domestic Investment Funds?