The Rudolf Wolff Income Fund (Bermuda)

The Fund invests in a weighted portfolio of income bearing financial bonds, issued by banks, insurance groups and building societies, as well as general corporate debt.

The Fund is designed to produce an attractive rate of income whilst maintaining the underlying asset value of investment. It may possibly suit those of your clients who are looking for higher returns than are currently being offered by standard bank or building society deposit accounts.

The income is distributed semi-annually, at the end of April and October and Investors may elect to have income or accumulation shares.

The fund has demonstrated consistent outperformance since its launch (in November 2011) with low volatility.

Rudolf Wolff Limited, the Investment manager is authorised and regulated by the Financial Conduct Authority (FCA).

Key Characteristics

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