Achieving specific financial objectives through investment funds
Markiewicz & Co. evaluates and assesses investment funds, and where appropriate may recommend them to private clients for consideration. These funds comprise diversified securities, with each fund being designed to achieve a specific financial and investment objective.
Money market funds
Money market funds are subject to low fluctuations in value as their assets are invested in short-term interest-bearing instruments. This makes them well-suited for cash investments over a similar term.
Bond funds can be expected to experience low to mid-range fluctuations in value and therefore provide an opportunity to achieve secure earnings at constant levels of interest over the mid- to long-term.
Markiewicz & Co. implements its own investment strategy through integrated asset-managed products that include money market, bond and equity investments. We aim to achieve optimal diversification across these categories and offer strategy funds in various fund categories and currency segments.
Portfolio funds invest their assets in a variety of financial instruments including money market products, bonds, equities and others, with the weighting of individual asset classes dependent on the fund manager’s portfolio strategy. Accordingly, their risk and return expectations will vary from fund to fund.
Equity funds invest at least two-thirds of their assets in stocks. Depending on the structure of their portfolio, and the investment strategy adopted, they may deliver mid- to large-range variations in value and have the capacity to achieve a high return over the long-term.
With continual demand for commodities driving increased commodity prices, commodity funds should deliver good long-term returns.
Alternative investment funds
Alternative investment funds include ‘hedge funds’, which use a variety of strategies to investment in instruments such as equities, bonds, derivatives and futures. Hedge funds aim to achieve an absolute positive return. To accomplish this they may take a long position in stocks that are expected to increase in value and short positions in stocks that are expected to decrease in value.
Real estate funds
Real estate funds invest their assets in both developed and undeveloped property (commercial premises and private real estate).
For more information on these, and other selected investment funds, talk to your Markiewicz & Co. adviser.
To find out how Markiewicz & Co. can help you achieve your financial goals, book your free 1-hour initial consultation today. Find out more.