Why through FIL?
Tax-efficient
Allows transfers from other IIC funds with tax deferral*.
Diversification
Reduces your exposure to equities by incorporating Private Equity while deferring the tax impact*.
Access
With a single investment, gain exposure to three of the main private equity strategies.
*For individuals. Tax treatment depends on each client’s individual circumstances and may change in the future.
Invest in the three main Private Equity strategies: Growth, Real Assets, and Buyouts. Through a single investment, it provides access to a diversified private capital universe. This fund will have exposure to more than 15 underlying funds managed by leading Private Equity firms worldwide.
*The objective is based on simulated historical net returns obtained by previous funds that followed the same strategy as the selected underlying funds and were managed by the same asset manager, under a conservative scenario. The reference period for the simulation covers the entire duration of those previous funds (excluding those currently in their investment period at the time of analysis, which are not included for these purposes), measured in complete 12-month intervals. Source: internal analysis based on information provided by the asset managers of the underlying funds. Past performance is not a reliable indicator of future results. More information about risks and conditions available here
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