Objective
The Butterfield Multi-Asset Fund gives you broad diversification in a single, actively managed investment, kept simple and kept cost-conscious.
Launched in April 2010 (as the Diversified Opportunities Fund), it was built with one goal in mind: solid, risk-adjusted returns over the medium to long term. We invest across a carefully selected mix of collective investment schemes and exchange traded funds, spreading your money across asset classes globally, with the aim of keeping volatility below that of the equity markets.
Main benefits
- A well-diversified, actively managed strategy, without the guesswork
- Low charges, and no performance fees
- A low entry point (currently £1,000), so it's easy to get started
- Flexible top-ups, with a low minimum for additional investment
Ideal for
- Individual investors
- Pension schemes
- Retirement Annuity Trust Schemes (RATS) and trusts
| C Class | |
|---|---|
| Minimum Investment | £ 1,000 |
| Minimum Additional | £ 500 |
| Expense Ratio * | 0.5% |
*Expense Ratio is inclusive of the fees due to the Investment Manager, Custodian and Administrator as well as other operating expenses of the fund.
Past performance is not necessarily a guide to future performance. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment.
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If you are already a Butterfield banking client, the process is even easier. Please complete our Investment Questionnaire here.