Are LTAFs right for me?
Long-Term Asset Funds are different to traditional funds and come with specific considerations.
LTAFs are considered high-risk investments and can be highly volatile. It’s difficult to access your money in the short term and their value can go down as well as up, so you could get back less than you put in. LTAFs are long-term investments and should only be a consideration for experienced investors with larger portfolios. We suggest they form a small part, no more than 10%, of a diversified portfolio.
Redemption limits, charges or refusals may be applied at the managers discretion if deemed in the interest of existing investors. A performance fee may also be included for managers who successfully generate positive investment returns.
Consider Long-Term Asset Funds if:
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You’ve used the traditional investment options available to you and want more options to accommodate your growing wealth
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You are an experienced investor and understand high-risk investments can be volatile and may take a long time to buy and sell
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You’re happy to invest for the long term – we suggest at least five to seven years
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You’re comfortable choosing your own investments and are happy to check in to make sure they’re continuing to meet your objectives
This isn’t personal advice. If you’re not sure whether Long-Term Asset Funds are right for you, ask for financial advice.