What We Do
YFS Vermeer Partners Portfolio Funds
As an adjunct to our Discretionary Portfolio Service we manage two daily-dealing funds which are structured as Open Ended Investment Companies (OEICs) and are UCITS compliant. The two funds mirror our core Growth and Balanced investment strategies and for certain clients (eg smaller value portfolios or offshore trusts) can have cost, tax and operational advantages over our core discretionary service.
YFS Vermeer Partners Growth Portfolio Fund
An actively managed, diversified portfolio of predominately global equities, but also some fixed interest and alternative investments (such as property and infrastructure) through both direct securities and collective funds. The portfolio will tend to hold between 60 and 80 investments at any one time. The objective is to provide capital growth for investors with a 5-year time horizon (net of fees).
Click here to access the: Monthly Factsheet
YFS Vermeer Partners Portfolio Fund
An actively managed, diversified portfolio of global equities, fixed interest and alternative investments (such as property and infrastructure) through both direct securities and collective funds. The portfolio will tend to hold between 60 and 80 investments at any one time. The objective is to provide capital growth as well as generating an income for investors with a 5-year time horizon (net of fees).
Click here to access the: Monthly Factsheet
Fund KIID and Prospectuses are available here: Information & Policy Documents