Our Funds

Bespoke funds managed by a top-end professional investment team





Lombard Africa Balanced Fund



The fund is mandated to deliver an investment return for clients by investing in funds that are actively managed and that are Africa focused. The fund will bench mark itself against the MSCI Frontier Markets Africa Index.

The fund will look to outperform the index by careful selection of the funds and actively interacting with the associated fund managers on a regular basis. Each fund that is invested into will be exposed to a thorough due diligence process. Due to the spread of risk through the diversification of managers, it is expected that the returns will be smoothed.

Minimum initial investment
$10,000
Minimum investment after initial
$2,000
Annual fee
1.5%
Performance fee
20%
Minimum investment period
1 Year
Early redemption penalty
5%
Redemption period
30 Days
Introducers fee
1%