Sterling Victory Investment Fund is a U.S.A. domiciled strategy-oriented LLC that deals mainly in public equity and commodity markets. The public equity investments are directed more toward emerging markets and resource rich economies.
Sterling has a positive medium-term outlook on creating a broad based ETF led portfolio in the Pan American economic trading bloc. Investments in Canada, Mexico and Brazil are considered favorably as these are three economies that are politically stable and possess a strong infrastructure that should benefit from:
(1) Their proximity to and regularity of dealings with the U.S.A &
(2) From China’s need to concentrate on internal growth through expansion of its infrastructure and its domestic market, as well as to increase its trading links in the neighboring Asian region.
From the long term perspective, Sterling has a positive outlook towards investing in China and Singapore. It expects to reap considerable profits from China’s expenditure on infrastructural projects like transport, health care and high level education.
China has a very good know how of how to perform well as a developed economy. But it still needs to map out its course to reach that destination. Unlike 20th century U.S.A., China does not have the theater of successful intervention in two major global conflicts and the cold war to establish its credentials upon. Therefore it is expected to move along slowly, often laterally, with numerous recalls, write offs and ethical adjustments in its effort to reach that goal.
Singapore is well placed to benefit from a knock on effect from China’s domestic growth. As personal tax benefits will attract executives and staff, who will be required by international trading and other liaison and back up firms to service China.
Warning : Selection process is very important in investing in any market, hence caution is advised.
Commodities are an important ingredient in the long term portfolio mix of Sterling. Demand for wheat, corn, oil and cotton are all expected to grow rapidly over the next four decades, in sync with the growth of global consumption.
It will take governments and authorities of the world a great amount of time and infrastructural expenditure to plan out an ultimate level of commodity consumption. Sterling estimates that the rally should last at least till 2045.
Source : MSN, Yahoo Finance, CNBC, Bloomberg
Sterling has a simple fee structure of .25% of assets under management measured at end of the year (prorated basis). This annual fee is only billed if the portfolio has appreciated. There however is a flat annual minimum fee of $1400.
The accounts Sterling manages trade exclusively and redemption is immediate. Presently there is a $100,000 investment requirement for the equity fund.
Sterling offers 2.5% annual yield on Non-convertible debentures. Each debenture sells for $10,000, there is a $10,000 investment minimum, and sales are limited to 20% of the value of the account. For this non-equity investment the fee structure does not apply, as no fee is charged for the purchase of Non-convertible debentures.
Note: A negotiated profit sharing fee structure is available to clients upon request. The asset fee for all clients was reduced from 0.50% to 0.25% from 7/1/2017 onward.
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