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Investment Proposition
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“We are aligned, it’s in our interest to make your money to grow”
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Personal Managing Partner
We are not a faceless transactional internet platform. Clients benefit from personal service by their dedicated Managing Partner, who they can contact directly via mobile, WhatsApp or video conferencing.
BEST OF BREED PORTFOLIOS
Our clients have access to over 14,000 funds from the word’s best investment houses, Stein filter these down to “Best of Breed Portfolio’s” comprising of 200 handpicked funds, available in all major currencies, grouped by Risk.
MONITORING
We monitor our exclusive “Best of Breed Portfolios” on an ongoing basis, replacing, promoting funds that prove their worth. Often this can be simply because economic cycles, markets and global opportunities change. The Investment Team are looking for rising stars that meet our selection criteria with changes only made when prudent to do so and agreed by committee.
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Reporting
- Clients can value their portfolio 24/7
- Dedicated App
- Formal summary valuations are emailed quarterly
- A full yearly full performance analysis report
- Managing Partner available when required with a proactive approach
- 2 portfolio review e-meetings a year with your Managing Partner, more if required
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Through Stein, our clients have access to two world leading Investment Platforms which have around 14,000 funds available, managed by the world’s premier and longest established Fund Houses, examples being Fidelity Investments, Investec, JPMorgan, Jupiter, Schroder, Barings and Liontrust to name but a few.
These Platforms house Mutual Funds and Unit Trusts as well as assets. Through our Stein Best of Bread approach, our portfolios include focused areas such as:
- Specialist Technology & FinTech Funds from around the world
- The best Income Funds
- Global growth
- Managers Best Idea
- Emerging Markets
- Managed Funds
To be selected for our Best of Breed Portfolios, funds need an impressive 5-year track record, no fund manager changes during the last 5 years with a fund size greater than 100m USD under management. We do not include Structured Notes, Hedge Funds, Alternative Investment Funds, Speculative Risk Funds or Property Funds with excessive leverage.
These criteria help reduce risk and maximize returns, leaving us with a well spread selection that are ‘’The Best of Breed’’ portfolios across all major currencies. Morningstar and Trustnet provide independent fund ratings which we use to help create our selections.
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External Fund Manager Charges
The On-going Charges Figure (OCF) is expressed as an annualised figure but the charge is taken daily.
Portfolio Valuations
Our Portfolio Valuations are expressed net of all charges and therefore represent your encashment value.
Online access 24/7 to include:
- Valuations
- Charges
- Performance
- Asset allocation
- Client Wealth Account
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“We are aligned, it’s in our interest to make your money to grow”
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“We are aligned, it’s in our interest to make your money to grow”
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“We are aligned, it’s in our interest to make your money to grow”
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A selection of our Investment Managers
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Stein International Investment Management
World Trade Centre
6 Bayside Road
1st Floor – Unit 1.02
Gibraltar
GX11 1AA
Office: +350 2000 8192
info@stein-investments.com
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