Swan Income Fund
Grow your income. Invest for the medium to long term.Learn more
Launched in October 2008, the Foreign Equity Fund is an actively managed fund which seeks capital appreciation by investing in developed equity market over the medium to long-term.
This Fund enables investors to broaden their core investment holdings, by providing access to a diversified portfolio of highly reputed fund houses such as JP Morgan, Goldman Sachs, BlackRock, Schroders amongst others, spread across geographies, currencies, sectors, and investment styles.
As the performance is driven solely by capital appreciation, investors are not taxed on their returns from the Fund. Our clean fee structure allows our clients to maximise their return (no exit fee, no performance fee and no switch fee).
The Fund delivered an annualised net return of +12.3% p.a. in MUR since inception as at 21st January 2022, navigating through the 2008 financial crisis and other past disruptions.
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