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.
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
Moorea Sterling Income Focus
This fund aims to generate a 4.5% yield from investments that distribute sustainable. income
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.
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.
HC KB Capital Growth Fund
This fund aims to provide a return in the form of capital appreciation over the long term.
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.