PRIVATE WEALTH FUNDS

Long-term view and active management outperform.

About the service

Freedom offers a range of funds domiciled in Guernsey, Luxembourg, Hong Kong and ADGM (Abu Dhabi) that provides private clients access to unique and innovative strategies otherwise only available to financial institutions. Our funds have been established to provide investors the flexibility to allocate capital to their desired risk appetite.

Our investment committee is consists of seasoned professionals with experience ranging from managing multibillion dollar pension funds and sovereign wealth funds.

For further details of our capabilities, or copies of fact sheets, please contact Shawn Welgemoed or Adrian Harris

Key points

We recognise the time and effort it takes to accumulate wealth, and Freedom manage its funds with the same mindset.

All our funds are focused on long-term gains using the most efficient investment instruments, accessing the best managers and still managing the risks.

Alignment of Interest. Strong belief in the investment solutions we offer.

Managed like a Sovereign Wealth Fund by a team of former SWF and pension investment professionals

Select a strategic benchmark
Research investment ideas to beat that benchmark
Investment ideas funded from passive book
Default, if no better ideas, position is the benchmark (execute benchmark via cheapest beta solution - ETFs)

Balanced Approach – up to 65% equities

Strategic Benchmark: - 50% Short dated Treasuries
- 50% S&P 500 Index

Targeting return of +5-10% p.a.

Fund Type: Balanced Multi-Asset

Fund Inception Date: 17 October 2014

Fund Size: $24.70m (10/10/2025)

Target Performance: 6-10% p.a.

Fees: Management 1.25% p.a. (all returns below stated net of fees)

Benchmark Index: 50% S&P 500 ETF (SPY US Equity) / 50% US Treasury 1-3 Year ETF (SHY US Equity)

Fund Manager: Freedom Asset Management Limited – Investment Committee: Adrian Harris, David Clark, Ramon Eyck, Mark Burbach, Laurie Winters

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Fund Type: Private Market – Multi-Assets

Fund Inception Date: December 2023

Fund Size: $3.4bn (feeder)

Distribution: Distribution Classes 4.5% p.a.

Target Performance: Yield 4 - 5% p.a. / Capital Growth 4 – 6 % p.a.

Fees: Management fee 1% p.a.

Fund Manager: Freedom Asset Management (Middle East) Limited

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Fund Type: Global Multi-Asset

Fund Inception Date: 20 December 2019

Fund Size: $29.90m (10/10/2025)

Target Performance: 8-12% p.a.

Fees: Management 1.5% p.a.

Benchmark Index: 75% MSCI ACWI Index / 25% Bloomberg US Aggregate Index

Fund Manager: Freedom Asset Management (Middle East) Limited

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Fund Type: Direct listed equities

Fund Inception Date: 10 February 2025

Fund Size: $19.4m (10/10/2025)

Target Performance: 15%+ p.a. net of fees

Fees: Management fee 1.5% p.a. (returns stated net of fees)

Benchmark Index: QQQ US Equity (Nasdaq 100 ETF)

Fund Manager: Freedom Asset Management (Middle East) Limited

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Fund Type: Fixed Income Focus with Equity Income

Fund Inception Date: 7 April 2025

Fund Size: $9.60m (10/10/2025)

Target Performance: Yield 4 - 5% p.a. / Capital Growth 4 – 6 % p.a.

Fees: Management fee 1% p.a.

Benchmark Index: iShares Core US Aggregate Bond ETF (AGG US Equity)

Fund Manager: Freedom Asset Management (Middle East) Limited

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frequently asked questions

What is the difference with a private bank?

We are not constrained by an ‘in house’ view.

What is your core investment philosophy, and how does it adapt to different market conditions?

We focus on the mid-long term, we aim to avoid over trading. Our investment committee is composed of well-seasoned institutional investors coming from government pension funds, sovereign wealth funds and large investment managers and have experience over many economic cycles.

Why use funds, rather than discretionary portfolios?

In our view, funds at scale become more cost effective for investors and offer more regulatory safety. All funds have a prospectus that highlight the investment strategy parameters, risk, fees… The investment manager must manage the funds within those criteria, no style drift or additional fees.

What is your fee structure, including all direct and indirect costs, and how do you demonstrate value for those fees?

It is very simple; the funds have a management fees and administration fees that are disclosed in the prospectuses.

Beyond investment management, what other services do you provide, such as tax planning, estate planning, or philanthropic advising?

No other services. We keep to our expertise, but we always aim to support our investors if we can by providing contacts.