Offshore Funds (fact sheets)

Aven Global Investment Trackers – Balanced Growth & Stability

Aven Global Trackers offers three passively managed funds designed to balance growth and stability, catering to various risk profiles and investment horizons.

Aven Global Cautious Tracker

Tailored for investors seeking stability and steady growth, this fund maintains a low-risk profile with a mix of equities (max 50%) and fixed interest investments.

• Annualized Dollar Return Since Launch: 5.55%

• 1-Year Return: 8.64% (Fund) vs. 7.98% (Benchmark)

• a 1 month return of 2.06%

Aven Global Moderate Tracker

A diversified portfolio balancing equities (up to 75%) and fixed interest assets, ideal for investors seeking moderate capital growth over a 5-year or longer period.

• Annualized Dollar Return Since Launch: 7.20%

• 1-Year Return: 10.58% (Fund) vs. 8.98% (Benchmark)

• 5-Year Return: 8.02% beating the benchmark by 1.3%

Aven Global Moderate Aggressive Tracker

Designed for high capital growth, this portfolio incorporates global equities, emerging markets, real estate, and bonds.

• Annualized Dollar Return Since Launch: 8.70%

• 1-Year Performance: 12.25% (Fund) vs. 9.98% (Benchmark)

• a massive jump of 4.68% on the 1 month return

  
  

Market Outlook & Insights

All funds benefitted from April’s recovery in risk assets, with positive returns from developed and emerging market equities. The outlook remains strong, with anticipated earnings growth supporting global equity investments while bonds offer resilience against economic uncertainties.

Should you like any additional information on these funds or how to access them feel free to contact us.

Find the fact sheets under "Our Funds" - Offshore