Swan Money Market Fund - USD
Invest smartly in short-term fixed-income securities
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Swan Global Funds
Swan Emerging Markets Equity Fund
Capitalise on the world’s fastest growing economies
Launched in November 2018, the Swan Emerging Markets Equity Fund is an actively managed fund which aims to grow your investment through capital gain and income by investing in a diversified portfolio of emerging market equity instruments over the medium to long-term.
Investors have access to a diversified portfolio of highly reputed fund houses such as JP Morgan, Goldman Sachs, Morgan Stanley, BlackRock amongst others, spread across geographies, currencies, sectors, and investment styles. Our clean fee structure allows our clients to maximise their return (no exit fee, no performance fee and no switch fee).
Our solid track record depicts our pro-active management approach to ride any economic cycle. The Fund registered an annualised net return of +14.0% in MUR since inception as at 21 January 2022. The Fund generated an annualised dividend yield of 4.55% p.a. on nominal price.
Features & Benefits:
- Minimum investment of MUR 25,000
- Seek capital appreciation by investing in emerging markets
- Asset Class: Emerging Equity Markets (China, India, Brazil, Russia, etc)
- Income Distribution: Annual distribution, subject to satisfying statutory requirements & receiving Directors’ approval
- The Funds are accessible in MUR, USD, EUR or GBP
