| Launch Date | 29th October 2008 |
| Minimum Investment | €50,000 |
What is the Bloxham Currency Fund?
The Bloxham Currency Fund is an investment which allows clients of Bloxham to invest in the Friends First Insight Currency Fund, managed by Alder Capital.
Why invest in the Bloxham Currency Fund?
The Bloxham Currency Fund can offer the perfect diversification opportunity because, although it exhibits similar risk characteristics to equity funds, its periods of positive and negative performance tend to occur at different times to equities.
Proven track record
The Bloxham Currency Fund is an investment which allows clients of Bloxham to invest in the Insight Currency Fund. The Insight Currency Fund is managed by Alder Capital and has a track record of over seven years, beginning on 1st March 2001. Since its launch, the Insight Currency Fund has delivered an average return of 7.7% per annum 1. Table 1 shows the annual returns of the Insight Currency Fund.
| Year | MSCI AC World Free (Gross TR) |
Insight Currency Fund |
|---|---|---|
| 2001 2 | -7.5% | 14.1% |
| 2002 | -31.3% | 16.2% |
| 2003 | 12.0% | 11.3% |
| 2004 | 7.4% | -9.7% |
| 2005 | 24.9% | 10.7% |
| 2006 | 5.8% | 11.1% |
| 2007 | 5.5% | 7.0% |
| 2008 | -43.54% | 2.49% |
| 2009 | 31.52% | 12.17% |
For more information or to order literature please contact your Bloxham broker or head office on 01 6119200.
Warning: The value of your investment may go down as well as up.
Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
1 Source: Friends First. Bid-to-bid return on the Insight Currency Fund for the period from 1st March 2001 to 30th September 2008
2 From 1st March 2001 to 31st December 2001
3 From 1st Jan 2008 to 30th September 2008
