A portfolio bond is a simple holding structure for a wide range of investment vehicles such as stocks, shares, bonds and funds. It provides a flexible solution for your investments and usually offers greater tax efficiency.

Key Feature Includes:

  • Convenience of holding all assets in one portfolio
  • Significant initial discounts from fund management groups
  • Opportunity for greater tax efficiency
  • Ability to transfer to existing quoted share holdings
  • Greater investment freedom
  • Flexibility to change your investment portfolio at any time
  • Easy access to capital
  • Regular income facility

A portfolio bond gives you access to a full range of investment vehicles and enables you to have all assets handled by professional asset managers. In certain jurisdictions, portfolio bonds are 100% free of local taxes.