It’s not about
where you start,
it’s where you finish
It’s not about
where you start,
it’s where you finish
For over 30 years, Cherubond Limited has helped clients build and sustain their legacy so they can enjoy their wealth and share it with future generations. The teams at Cherubond Limited (UK) are dedicated to the care and management of our clients’ portfolios. We use bespoke, discretionary asset management to minimise your risk and ensure long-term, real, capital appreciation.
OUR WEALTH MANAGEMENT SERVICES INCLUDES:
Cash PortfolioProperty Management
Precious Metals Management
The CHERUBOND Advantage
✓ Intelligent
We provide experienced, expert advice. Cherubond Limited (UK) Ltd. are owned, managed and operated by CFA charter-holders and is supported by the latest technology and research capabilities. We are committed to continuously educating our staff, ensuring that we are up-to-date with the markets and are always looking for the best way to grow your money.
✓ Private & Confidential
We take confidentiality seriously. Our compliance officers and staff undergo regular training to ensure we know how to protect our clients from breaches in privacy.
✓ Independent
With no ties to major financial institutions or banks, our independence allows us to give our clients impartial and balanced opinions about their investing strategies.
✓ Cost Effective
Our management fees are competitive and relative to the size of your portfolio. There are no hidden charges within the CHERUBOND Global Portfolio SPC funds; what you pay for, is what you get. Having minimal fees means more money in your pocket.
CHERUBOND Global Portfolios Performance Snapshot
Cherubond Investors Global Portfolios Performance (as at 31st December 2022. Returns are annualised for periods longer than 1 year).
CHERUBOND Equities Fund
| 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|
| -22.66% | 0.32% | 3.17% | 4.68% |
CHERUBOND Balanced Fund
| 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|
| -15.39% | 0.51% | 2.45% | 3.20% |
CHERUBOND Short Duration Income Fund
| 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|
| -2.08% | -0.32% | 0.50% | 0.27% |
CHERUBOND Equities Fund
| 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|
| -22.66% | 18.39% | 10.28% | 26.65% |
CHERUBOND Balanced Fund
| 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|
| 15.93% | 12.09% | 7.77% | 17.10% |
CHERUBOND Short Duration Income Fund
| 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|
| -2.08% | 0.74% | 1.92% | 3.40% |
Why Choose CHERUBOND
Bespoke Solutions for Dedicated Investors
We are with you every step of the way. You will have access to a Cherubond Investors Advisor who will discuss your risk tolerance, expected returns and formulate a strategy to help you achieve your investment goals. We will also offer periodic investment reviews to help you stay on track.
Solutions for what matters most
We strive to provide higher risk-adjusted returns suitable for each Client’s risk tolerance.
Our funds regularly outperform those of our competitors with returns you can count on. Why? Because they are backed by over 30 years of experience, intelligent research and acute attention to detail.
Privacy
Rest assured your information and money are safe. Cherubond Investors staff are specially trained to ensure ongoing client confidentiality as part of their job responsibilities. We monitor our processes and continuously make improvements.
A Top-Down Approach
Cherubond Limited employs a top-down investment approach. We start at the macro-economic level and drill down to themes, geographic regions, industry sectors and specific securities to provide you with the best investment opportunities.
Comprehensive Reporting
You will receive quarterly, detailed, easy-to-understand reporting about your investment portfolio. It will include activities, transactions, holdings and performance results.
Next Steps
1. Fill out the Risk Profile.
2. We will schedule a meeting or a chat to provide guidance on which investment solution is right for you
3. Scan in a copy of your utility bill (showing your physical address) and passport
4. Provide documentary evidence to support source of funds- pay slip, bank statement, job letter, etc. (this is a regulatory requirement)
5. Compliance will help you do the rest.
Disclaimers:
Cherubond Limited is the Sub-Manager for CHERUBOND Global Portfolios. Cherubond Investors (UK) Ltd. has delegated the larger portion of the discretionary management for CHERUBOND Global Portfolios to Cherubond Limited.
Cherubond Limited provides investment and advisory services to high-net-worth clients, trusts and family offices, and provides these same services to clients of Cherubond Investors (UK) Ltd.
