Jes­mond Mizzi Fi­nan­cial Ad­vi­sors cel­e­brates €70m mark in Mer­ill SICAV plc Funds

No ini­tial fees till the end of 2018

The Malta Independent on Sunday - - BUSINESS & FINANCE -

In Fe­bru­ary 2016, Jes­mond Mizzi Fi­nan­cial Ad­vi­sors Ltd (JMFA) launched the first of three funds within the Mer­ill SICAV plc fund struc­ture, with the aim to pro­vide di­ver­si­fi­ca­tion across dif­fer­ent as­set classes and in­vest­ments. A year later, two ad­di­tional sub funds were fur­ther es­tab­lished,to con­tinue to pro­vide in­vestors with dif­fer­ent in­vest­ment strate­gies, fo­cus­ing on in­come and cap­i­tal growth.

Jes­mond Mizzi Fi­nan­cial Ad­vi­sors Ltd, the man­age­ment com­pany for th­ese funds is pleased to an­nounce that the ag­gre­gate size of the three funds has sur­passed the €70 mil­lion mark as at the end of Septem­ber 2018.

To cel­e­brate the suc­cess in reach­ing this mile­stone, JMFA is of­fer­ing an op­por­tu­nity to all po­ten­tial in­vestors to con­sider in­vest­ing in the Mer­ill Funds with no ini­tial charges un­til 31st De­cem­ber 2018. This lim­ited in­vest­ment of­fer is open to all ex­ist­ing clients of Jes­mond Mizzi Fi­nan­cial Ad­vi­sors as well as new clients in­vest­ing a mini- mum of €10,000.

All three Mer­ill funds have dif­fer­ent in­vest­ment ob­jec­tives and as­set class ex­po­sure and of­fer both dis­trib­u­tor and ac­cu­mu­la­tor share classes with the dis­trib­u­tor share classes pay­ing in­come on a quar­terly ba­sis.

Jes­mond Mizzi, Man­ag­ing Direc­tor of Jes­mond Mizzi Fi­nan­cial Ad­vi­sors stated that “the com­pany is very proud to have achieved this mile­stone in such a short pe­riod of time, and this is our way to say thank you.”He fur­ther stated that this of­fer is be­ing made at a time when mar­kets have ex­pe­ri­enced a neg­a­tive trend andthere­fore, in­vestors should con­sider in­vest­ing when prices are rel­a­tively lower, ob­vi­ously af­ter seek­ing pro­fes­sional ad­vice.”

All three funds of the Mer­ill SICAV plcachieve a high level of di­ver­si­fi­ca­tion and there­fore of­fer a plat­form for in­vestors to di­ver­sify their port­fo­lios through col­lec­tive in­vest­ment schemes in or­der to seek the best po­ten­tial re­turns whilere­duc­ing risk.

Mr. Mizzi added “Trust is what drives our busi­ness and our growth over the years is ev­i­dence of the faith that in­vestors have placed in our Com­pany. As a sign of com­mit­ment and grat­i­tude we are pleased to ex­tendthis unique in­vest­ment op­por­tu­nity to all in­vestors”.

Mer­ill SICAV plc is in­cor­po­rated and li­censed as an ope­nended Col­lec­tive In­vest­ment Scheme, regis­tered in Malta, qual­i­fy­ing as a Mal­tese UCITS in terms of the UCITS Di­rec­tive with ef­fect from the 16th Oc­to­ber 2015. The value of the in­vest­ment and the in­come are not guar­an­teed and may go down as well as up. In­vest­ments should be based upon the de­tails con­tained in the Prospec­tus and Key In­vestor In­for­ma­tion Doc­u­ments (KIID’s), which may be ob­tained in English lan­guage and free of charge from Jes­mond Mizzi Fi­nan­cial Ad­vi­sors Lim­ited (JMFA) of 67, Level 3, South Street Val­letta, VLT1105, Malta, li­cenced to con­duct in­vest­ment ser­vices busi­ness un­der the In­vest­ment Ser­vices Act. JMFA and Mer­ill SICAV plc are reg­u­lated by the Malta Fi­nan­cial Ser­vices Au­thor­ity of Nota­bile Road, At­tard, BKR3000, Malta.

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