Select Funds – Equity
Investment Strategy
Long-term capital growth through an international portfolio of equity securities and low-cost index-linked instruments.
Features
- Weekly liquidity
- No-lock up period or switching fee
- A well-defined investment process with both top-down and bottom-up elements
Key Benefits
- Well diversified across both sector and geography
- Low tracking error with a focus on relative return
Potential Risk Return
High risk/High return
Income Distribution
Not Applicable
Note: See relevant Fund Fact Sheet for the latest Total Expense Ratio (TER)
An annualised +9.28% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+17.12% | -19.64% | +17.25% | +13.70% | +28.19% |
Select Funds - Fixed Income
Investment Strategy
Aiming to target both capital appreciation and income, the fund actively invests in a diversified international portfolio of fixed income instruments, including global fixed income funds and direct securities such as corporate bonds, mortgage-backed securities, inflation-protected bonds, and covered bonds. The strategy emphasises a cautious yet opportunistic approach, seeking strong risk-adjusted returns.
Features
- Weekly liquidity with no lock-up period
- No switching fees, with trailer fees rebated back to the Fund
- Thorough due diligence screening process incorporating CreditSights analysis alongside proprietary currency and macroeconomic models.
- Strong historical out-performance against benchmarks
Key Benefits
- High diversification and investment flexibility
- Focus on no-load funds (no front-end or back-end fees)
- Balanced risk-return profile with moderate risk and moderate return potential
- Opportunity for currency exposure, adding another layer of diversification and return potential
Income Distribution
Not Applicable
Note: See relevant Fund Fact Sheet for the latest Total Expense Ratio (TER)
An annualised +1.21% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+4.06% | -12.27% | -1.98% | +8.53% | +9.77% |
Select Funds - Alternative Investment
Investment Strategy
Long term capital growth through investments with professional money managers who follow various “alternative” investment strategies.
Features
- Weekly liquidity
- No lock-up period or switching fee with trailer fees rebated to the Fund
- Access to managers generally inaccessible by the average investor
- Consistent and sound performance
Key Benefits
- High degree of diversification and flexibility
- Low correlation with other asset classes, providing excellent diversification benefits to most existing portfolios
- Access to a significant hedge fund database and propriety statistical selection aids
Potential Risk Return
Moderate risk/Moderate return
Income Distribution
Not Applicable
Note: See relevant Fund Fact Sheet for the latest Total Expense Ratio (TER)
An annualised +5.10% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+5.87% | -0.81% | +4.08% | +9.88% | +5.56% |
Select Invest Fund
Objective
To provide investors with access to a range of portfolios that have a high degree of diversification and flexibility designed to help clients reach their financial goals, whilst taking into account their risk tolerances. Whether you are saving for retirement or planning for a near-term purchase, the Select Invest range of portfolios offers you a variety of choices intended to suit your individual needs.
Minimum Investment Required
USD 1,000
Features and Benefits
- Objective advice, independent world-class management
The Butterfield Select Invest Fund invests in various weightings of the three classes of the Butterfield Select Fund. The underlying fund classes are Select Fixed Income, Select Equity, and Select Alternative. - Active investment management
As professional investment managers, we monitor economic and political trends around the globe that have the potential to impact world markets. The conclusions we reach on investment strategy are then translated into the asset allocation for the range of portfolios. We supplement this approach with a quantitative analysis driven by modern portfolio theory in determining what changes if any, are appropriate on a quarterly basis. - Supported by specialised expertise
In selecting third-party fund managers, we support our qualitative analysis of a particular fund with leading research databases offered by Morningstar. GCM Grosvenor, a well-established specialist in alternative investment management, based in Chicago, IL, is the sub-adviser to the Butterfield Select Alternative Investment Class. - Simplified administration and reporting for multiple investments
MUFG Fund Services carries out all investment administration for the Butterfield Select Fund. Investing in the underlying classes of the Select Fund is a straightforward process designed to keep costs at a minimum.
Note: See relevant Fund Fact Sheet for the latest Total Expense Ratio (TER)
Balanced
An annualised +5.68% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+10.61% | -15.37% | +8.79% | +11.36% | +18.11% |
Cautious
An annualised +3.99% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+7.9% | -13.95% | +4.94% | +10.21% | +14.53% |
Conservative
An annualised +2.46% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+5.04% | -12.28% | +1.08% | +9.05% | +11.10% |
Growth
An annualised +7.62% return
2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|
+13.81% | -17.35% | +13.72% | +12.33% | +22.99% |
Fund Reports
Butterfield Asset Management
Investment Services
Nigel Garrard, VP, Investment Strategy