Hong Kong - Inheritance Asset Management Limited (IAM) has successfully launched its latest investment product—a $100 million Open-ended Fund Company (OFC) fund—on 18th August 2024, following approval from the Hong Kong Securities and Futures Commission (SFC). This fund is integrated into a new hybrid trust that combines asset protection with innovative investment strategies.
A Significant Milestone in IAM's Growth
The SFC approval and subsequent launch mark a key moment for IAM, highlighting the firm’s commitment to expanding its offerings and providing innovative investment solutions. The OFC structure, launched in 2018, has gained significant traction in Asia’s financial markets, with assets under management in Hong Kong surpassing USD 4.6 trillion as of 2023.
"This fund is not just about offering another product; it’s about aligning our expertise with the evolving needs of our clients and the financial environment," said Ms Scarlett Song, Project Director at IAM.
With the inclusion of OFCs in Hong Kong’s New Capital Investment Entrant Scheme, IAM’s new fund appeals to clients seeking both stable income and immigration opportunities.
Strong Collaborative Partnerships Driving Success
IAM’s success in launching this $100 million OFC fund is the result of strong collaborative partnerships with respected industry players. Trident Fund Services (HK) Limited serves as the Fund Administrator, with Deacons Law Firm providing legal expertise. DBS Bank Limited, as Custodian in providing custody services in respect of the OFC fund, while Emerald Capital CPA and Co. ensures transparency through rigorous auditing.
Proven Expertise: Eight Years of Success
Over the past eight years, the investment strategies adopted by the investment management team of IAM have delivered an impressive average annualised return of 16.72%, consistently outperforming market expectations. A key factor in this success is the investment management team of IAM’s focus on investment-grade bonds. As we approach the second half of 2024, the bond market is presenting a once-in-a-generation opportunity. Economic conditions and changing monetary policy are creating an environment where high-quality, low-risk investment-grade bonds offer higher interest payments and more potential for capital appreciation than stocks or cash.
IAM’s investment mandates focus solely on investment-grade bonds, which are currently more attractive than they have been in nearly two decades. With bonds offering lower volatility than stocks and a tendency to rise when stocks fall, fixed income investments now provide a compelling opportunity for reliable income and portfolio growth while reducing risk. Bond returns come from interest payments, known as coupons, and changes in bond prices as they trade in the market. By strategically timing bond purchases when interest rates are high but expected to decline, IAM is able to lock in high yields and capitalise on price appreciation as rates decrease.
This approach not only highlights IAM’s expertise in navigating various market conditions but also reinforces the trust clients place in its investment management strategies.
Hybrid Trust: A Comprehensive Solution
The hybrid trust associated with IAM’s OFC fund is developed and managed by Hong Kong Trust Capital Management Limited, a licensed trust company in Hong Kong. This trust offers a range of benefits tailored to high-net-worth individuals, including enhanced privacy protection, tax-exempted stable income, and creditor-proofing. The trust also supports effective inheritance planning and secure asset management, including the option to accept USDT transactions.
About Inheritance Asset Management Limited
Inheritance Asset Management Limited, regulated by the Securities and Futures Commission of Hong Kong (CE No. BSI959), holds Type 4 (Advising on Securities) and Type 9 (Asset Management) licences. Based in Hong Kong with a global outlook, IAM combines leading expertise and advanced financial technology to provide tailored investment solutions, striving to maximise returns for its clients.
Media Contact
Company Name: Inheritance Asset Management Limited
Contact Person: Ms. Catherine
Email: Send Email
Country: HongKong
Website: https://www.inheritanceam.com/index.html
