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Our services

Our funds

We understand it is our responsibility to protect your wealth and find prudent ways in which to grow it in order to achieve your objectives.

Kleinwort Hambros and the Societe Generale Group manage a range of funds across a wide variety of investment strategies.

The range of strategies are designed to suit investors with different objectives and attitudes to investment risk.

The funds are managed according to each fund’s strategy and risk profile. Each strategy follows our core Investment Processes, with control and oversight of investment risk, 

Our funds are available in a range of structures, which are offered to clients with different situs requirements.

  • Moorea Luxembourg UCITS Fund Range, offered to UK retail clients and non UK clients
  • A range of Kleinwort Hambros UK funds offered to UK retail clients
  • A range of Kleinwort Hambros Guernsey funds, offered to non UK clients and suitably qualified UK investors 

Moorea Fund Range

Moorea Sterling Bond Strategy

This fund aims to generate a return which exceeds that of the Merrill Lynch Sterling Broad Market 1-10 year index.

Please click here for Key Investor Information Documents

Moorea Target Return CPI*+5%

This fund aims to achieve a total return which exceeds UK inflation by a margin of 5% p.a. over the medium to long term.

*Consumer Price Index

Please click here for Key Investor Information Documents

 

Moorea Sterling Income Focus

This fund aims to generate a 4.5% yield from investments that distribute sustainable. income

Please click here for Key Investor Information Documents

 

Moorea UK Equity

This fund aim to achieve long term capital growth in excess of the MSCI UK Index over a rolling 3-year period.

Please click here for Key Investor Information Documents

To find more about the Moorea Fund range please visit https://sgpwm.societegenerale.com/en/

 

Kleinwort Hambros UK Fund range for retail clients

 

Endeavour MA Balanced

This fund aims to achieve long term equity returns with a moderate level of risk.

Please click here for Key Investor Information Documents

 

HC KB Capital Growth Fund

This fund aims to provide a return in the form of capital appreciation over the long term.

Please click here for Key Investor Information Documents

 

HC KB Enterprise Equity Income Fund

This fund aims to produce an above average and increasing income coupled with growth over the longer term. The fund aims to provide a yield at least 110% of the yield on the FTSE All Share.

Please click here for Key Investor Information Documents

 

 

Elite funds
Scheme & Cell Particulars