What is a Mutual Fund?

A Mutual Fund is a means of pooling various investor funds and spreading those assets between a variety of investments, generally geared towards a particular type of investment or level of risk. SVG funds can be public or private, open or closed, and are generally specialized based upon the desires and background of those creating it.

At Apogee, we carefully analyze our client’s requirements, target markets and investment objectives and prepare fund formation and Investment Manager formation documents for approval by the International Financial Services Authority. We also assist in locating a suitable Fund Administrator to act as custodian of client funds, valuation and statements.

Please contact us for a more detailed discussion of your needs and the variety of options available. See our article, “St. Vincent and the Grenadines Mutual Funds” for more information about mutual funds in SVG.