Investing in Funds

Why invest in InterCapital’s funds?
Some of the reasons why an investor should consider investing in InterCapital’s funds are:
• We operate nine open-end investment funds;
• We were amongst the first to establish an open-ended investment fund with a private offering;
• We continually invest in international capital markets;
• We are connected to the relevant international financial institutions.

Open-end investment funds with a public offering offer an excellent alternative to investing in individual securities. By purchasing shares in one of our open-end funds, the investor invests in a number of different securities while at the same time enjoys the professionalism and experience of our accredited fund managers.

Shares in our open-end investment funds are issued continuously, thus potential investors always have the option to buy more shares in the fund.  In addition, at any time, existing investors may request redemption of their shares from the fund – the process of selling is done both quickly and easily.

Depending on the investment objective of each fund, which is defined within the fund’s Prospectus, the fund manager invests the raised funds into various property classes (i.e. equity securities, debt securities or money market instruments).

The advantages of investing in open-end investment funds are as follows:

Diversification – Investing in funds reduces investment risk exposure.  By purchasing one share in one company, an investor is directly exposed to the success or failure of the company.  Buying shares in a fund, however, significantly reduces and diversifies the investor’s risk.

Quick and easy access – Investment funds allow investors the exposure to a wide range of securities, regardless of the amount invested (suitable for clients with smaller amounts to invest, as well as for institutional investors who desire to invest in a diversified portfolio of assets).

Portfolio management – Investment funds are a great alternative to anyone who wants to invest in securities and enjoy the experience of professional fund managers.

Liquidity – The vast majority of securities in a portfolios fund are of the highest liquidity, thus, the purchase and sale of shares in the fund is fast and efficient.

Flexibility – Transfer money from one type of fond to another (managed by the same company) without the hassle and cost of exit and entry fees.

Yield Transparency – Rates of open-end investment funds are published on a daily basis in various multi-media reports (i.e. newspapers, internet web sites, etc)