mutual fund management

Lanson Financial choose the investment funds and sectors using a proven systematic approach. We then manage the stop loss daily ensuring your investment is protected against adverse market moves. This relieves you of the burden of mutual fund management whilst at the same time offering you unparalleled peace of mind.

The result is an active mutual fund management of risk versus reward - consistently achieving higher returns relatively risk free. Since a mutual fund offers a degree of management of investments in equities across a broad base, many individuals tend to rely on mutual funds as a method of investing in equities. When investing, the investor is presented with a choice of mutual funds in which to place their savings. These are a mixture of managed funds, regional and specialist funds.

The investor is given a limited number of opportunities to switch their money between the mutual funds each year, after which a charge is generally made. Marketing of these products revolves around the concept of "buy and hold for the long term" - a concept that suits the fund managers rather than the investor. Consequently most advisers conduct a review of their clients' money once or twice a year but not necessarily in accordance with what is happening in the markets. Therefore clients are advised to view these investments as long term as they can go down in bad years, but over a period of 5 years or more they have usually performed at an average rate of 10%-14% per annum.

Investment companies provide details of the offshore mutual funds they offer. They tend to have a wide variety of funds to invest in with varying degrees of risk and differing past performance figures. But they will not give direct investment advice on which funds to choose, when to move between funds or when to move onto deposit. The client has to do this himself. The process is often carried out once per year with the advisor who set up the investment - in many cases the advisor is a good sales person but not qualified to give advice on mutual fund selection.

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Lanson specialise in tax efficient investments for expatriates and offshore investors, assisting them in all aspects of tax and financial planning. Lanson's strategy provides clients with a unique investment opportunity consistently yielding superior results. Lanson's services are unique.