Spreading your investments across different markets is an effective way of spreading your risk while still gaining capital appreciation and income generation. At Cornerstone Investment Advisory, we help you do this through our tailored funds, which allow for more personalised management compared to traditional mutual funds or exchange-traded funds (ETFs). Our tailored funds are managed by our professional portfolio managers, who actively select and manage a diversified mix of global securities that are designed to meet your financial goals and risk tolerance.
Why should you invest in a tailored fund with Cornerstone Investment Advisory?
They’re customisable:
Tailored funds offer flexibility and customisation that’s not typically found in more broadly structured investment vehicles. This customisation encompasses aspects such as your risk tolerance, investment goals, time horizon, ethical considerations, or sector preferences.
A varied investment strategy:
The investment strategy with a tailored fund can vary widely depending on your objectives. For example, some tailored funds may focus on specific sectors (like technology and healthcare), while others may focus on asset classes (like equities or bonds), or geographical regions (such as emerging markets).
Investors are more involved:
Investors in tailored funds typically have a greater degree of involvement in the investment process compared to more standardised investment products. This can include regular updates, reporting, and sometimes direct communication with the fund managers.
Regulation and oversight:
Like other investment funds, tailored funds are subject to regulatory oversight to ensure transparency and that you as an investor are protected. The specific regulations may depend on the jurisdiction in which the investments are, and what type of fund structure you have.
Interested in a more personalised investment vehicle via our tailored funds?
