Our Investment
Offerings
Fund Overview
Guernsey Asset Allocation Fund SP
Investment Objective & Summary
The Portfolio’s investment objective is to achieve an annualised return of 3% to 5%. The benchmark of the fund is the Morningstar USD Cautious Allocation.
Strategy
The Portfolio aims to achieve its investment objective through following a multi-manager hedge fund or alternative asset approach. The strategies will mostly have a low correlation to traditional asset classes.
Guernsey Global Cautious Fund
Investment Objective & Summary
To generate returns in excess of the benchmark over the medium to long term. The benchmark of the fund is the Morningstar USD Cautious Allocation Index.
Strategy
The Fund will invest in underlying UCITS and other UCI funds. These funds will have exposure to listed global equities and property securities, non-equity securities, interest bearing instruments, and cash instruments.
Guernsey Dynamic Alpha Fund SP
Investment Objective & Summary
The portfolio investment objective is to achieve equity-like returns but uncorrelated to global equity markets. The benchmark of the fund is the HFRI Fund of Funds Composite Index.
Strategy
The Portfolio invests in a diversified portfolio of Multi-Strategy Funds, Quantitative Funds, Global Macro Funds, Commodity Funds, and Long/Short Funds, and any other assets, alternative assets and investment instruments of any kind. The strategies will mostly have a low correlation to traditional asset classes.
Guernsey Global Growth Fund
Investment Objective & Summary
To generate returns in excess of the benchmark over the medium to long term. The benchmark of the fund is the Morningstar USD Aggressive Allocation.
Strategy
The Fund will invest in underlying UCITS and other UCI funds. These funds will have exposure to listed global equities and property securities, non-equity securities, interest bearing instruments, and cash instruments.
Vega Global Strategic Fund PC
Investment Objective & Summary
The fund’s overall objective is to generate returns in excess of the benchmark over the medium to long term. The benchmark of the fund is the MSCI All Country World Index.
Strategy
In order to achieve its investment strategy, the Fund shall seek to capitalize on investment opportunities, using a combination of top-down analyses. The primary focus shall be identifying companies poised for long term outperformance.
Why Guernsey?
Guernsey is an attractive jurisdiction for investments due to its favourable regulatory environment, robust financial infrastructure, and stable political landscape.
Well-Regulated
and Trusted
Financial Centre
Guernsey is known for its stringent regulatory framework, overseen by the Guernsey Financial Services Commission (GFSC), providing a secure environment for financial operations.
Tax
Efficiency
The island offers a competitive and transparent tax regime, with no capital gains tax, inheritance tax, or value-added tax (VAT).
Specialist
Expertise
Guernsey boasts a highly skilled financial services workforce with expertise in investment management, fund administration, legal services, and compliance.
Global Market
Access
As a well-established international finance hub, Guernsey has strong connections with the UK, Europe, and other major financial markets. It is recognized by the EU and maintains access through agreements such as the AIFMD passporting equivalence.
Flexible Fund
Structures
Guernsey offers a range of innovative fund structures, including Protected Cell Companies (PCCs) and Incorporated Cell Companies (ICCs), which provide operational flexibility and risk management benefits.
Political and
Economic
Stability
As a Crown Dependency, Guernsey benefits from strong ties to the UK while retaining autonomy over its internal affairs, creating a stable and predictable environment for investment activities.