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Kestrel Investment Partners – Kestrel Global Portfolio

Kestrel Investment Partners – Kestrel Global Portfolio

Type: Offshore Oeic

Aim: Growth by investing globally in listed equities, bonds, money market instruments, cash and derivatives, with ability to invest in fund and ETFs investing in those asset classes plus commodities and property markets

Minimum investment: Lump sum £10,000 or currency equivalent

Investment split: 100% globally in a multi-asset class portfolio

Place of registration: Dublin

Charges: Class A Shares initial up to 5%, annual up to 2.55%, Class C shares annual up to 3.55%, exit charge 5 per cent in the first year of investment, reducing by 1 per cent a year during the first five years

Commission: Initial 3%, renewal 0.5%

Tel: 020 3371 6100

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