PRIVATE WEALTH FUNDS

Long-term view and active management outperform.

About the service

Freedom offers a range of funds domiciled in Guernsey, Luxembourg, Hong Kong and ADGM (Abu Dhabi) that gives private clients access to unique and innovative strategies otherwise only available to financial institutions. Our funds have been established to provide investors with the flexibility to allocate capital according to their risk appetite.

Our investment committee is consists of seasoned professionals with experience in managing multibillion dollar pension funds and sovereign wealth funds.

For further details of our capabilities, or copies of factsheets, please contact Shawn Welgemoed or Adrian Harris.

Key points

We recognise the time and effort it takes to accumulate wealth, and we manage our funds with the same mindset.

All our funds are focused on long-term gains using the most efficient investment instruments, accessing the best managers while still managing the risks.

Alignment of Interest: a strong belief in the investment solutions we offer.

Managed like a Sovereign Wealth Fund by a team of former SWF and pension investment professionals

Select a strategic benchmark
Research investment ideas to beat that benchmark
Investment ideas funded from passive book
Default, if no better ideas, position is the benchmark (execute benchmark via cheapest beta solution - ETFs)

Balanced Approach – up to 65% equities

Strategic Benchmark: - 50% Short dated Treasuries
- 50% S&P 500 Index

Targeting return of +5-10% p.a.

Fund Type: Balanced Multi-Asset

Fund Inception Date: 17 October 2014

Fund Size: $24.70m (10/10/2025)

Target Performance: 6-10% p.a.

Fees: Management 1.25% p.a. (all returns below stated net of fees)

Benchmark Index: 50% S&P 500 ETF (SPY US Equity) / 50% US Treasury 1-3 Year ETF (SHY US Equity)

Fund Manager: Freedom Asset Management Limited – Investment Committee: Adrian Harris, David Clark, Ramon Eyck, Mark Burbach.

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This feeder fund allows access to a private-markets multi-asset strategy managed by Mubadala Capital. The aim of this fund is to provide a balanced approach to private markets, investing 50% of capital in funds and 50% in direct opportunities. It has an attractive seed portfolio valued at $2.4bn, with a strong historical track record. The curated seed portfolio is fully scaled and day-one cash-flow positive, with no J-curve. The fund targets net returns of 12–15% by partnering with leading managers, including Mubadala Capital.

Fund Type: Private Market – Multi-Assets

Fund Inception Date: December 2023

Fund Size: $3.4bn (feeder)

Distribution: Distribution Classes 4.5% p.a.

Target Performance: Yield 4 - 5% p.a. / Capital Growth 4 - 6 % p.a.

Fees: Management fee 1% p.a.

Fund Manager: Freedom Asset Management (Middle East) Limited

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This fund is targeting long-term capital appreciation by investing in growth assets by identifying investments at the right valuation, delivering risk-adjusted returns. It is managed as a dynamic asset allocation across multiple quantitative strategies without rigid policy constraint to allow a flexible approach informed by market conditions and risk characteristics.
Our adviser, Justine Oliver provides us access to additional analysis of public markets and advanced AI and quant models to capture alpha.

Fund Type: Global Multi-Asset

Fund Inception Date: 20 December 2019

Fund Size: $29.90m (10/10/2025)

Target Performance: 8-12% p.a.

Fees: Management 1.5% p.a.

Benchmark Index: 75% MSCI ACWI Index / 25% Bloomberg US Aggregate Index

Fund Manager: Freedom Asset Management (Middle East) Limited

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This fund targets revolutionary companies at attractive valuations before they go mainstream, with the aim of maximising US dollar returns. The adviser, Cody Willard of 10,000 Days Capital Management, uses a proprietary investment process, developed over decades of investing in technology stocks, to select the revolutionaries of the future. One of the most important tenets of Revolution Investing is that the most energy-efficient and cost-efficient solutions win out over time.

Fund Type: Direct listed equities

Fund Inception Date: 10 February 2025

Fund Size: $27.56m (30/09/2026)

Target Performance: 15%+ p.a. net of fees

Fees: Management fee 1.5% p.a. (returns stated net of fees)

Benchmark Index: QQQ US Equity (Nasdaq 100 ETF)

Fund Manager: Freedom Asset Management (Middle East) Limited

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The strategy seeks to provide income with the potential for capital growth over the longer term by investing in a broadly diversified multi-asset portfolio. The income yield of the fund is expected to be in excess of both the rate of inflation and a reference yield comprising a 50/50 blend of the market yield on US Treasuries at 7-year constant maturity and the yield on the US Investment Grade Credit Index.
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The fund will invest across a range of assets, including fixed income and equities, predominantly through exchange traded funds and actively managed funds. The fund will be unconstrained and actively managed with a flexible investment approach to navigate different market environments and deliver consistently on the objectives.

Fund Type: Fixed Income Focus with Equity Income

Fund Inception Date: 7 April 2025

Fund Size: $9.60m (10/10/2025)

Target Performance: Yield 4 - 5% p.a. / Capital Growth 4 – 6 % p.a.

Fees: Management fee 1% p.a.

Benchmark Index: iShares Core US Aggregate Bond ETF (AGG US Equity)

Fund Manager: Freedom Asset Management (Middle East) Limited

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frequently asked questions

What is the difference with a private bank?

We are not constrained by an ‘in house’ view.

What is your core investment philosophy, and how does it adapt to different market conditions?

We focus on the mid-long term, we aim to avoid over trading. Our investment committee is composed of well-seasoned institutional investors coming from government pension funds, sovereign wealth funds and large investment managers and have experience over many economic cycles.

Why use funds, rather than discretionary portfolios?

In our view, funds at scale become more cost effective for investors and offer more regulatory safety. All funds have a prospectus that highlight the investment strategy parameters, risk, fees… The investment manager must manage the funds within those criteria, no style drift or additional fees.

What is your fee structure, including all direct and indirect costs, and how do you demonstrate value for those fees?

It is very simple; the funds have a management fees and administration fees that are disclosed in the prospectuses.

Beyond investment management, what other services do you provide, such as tax planning, estate planning, or philanthropic advising?

No other services. We keep to our expertise, but we always aim to support our investors if we can by providing contacts.