The Iridium Portfolio

Click here for Fact Sheet (January 2010)
Click here for Fact Sheet (December 2009)
Click here for Fact Sheet (November 2009)
Click here for Fact Sheet (October 2009)
Click here for Fact Sheet (September 2009)

The Iridium Fund strives to achieve steady long-term capital growth, as well as a high level of stability.  It aims to achieve this objective by investing in a diversified range of equity, cash, property, fixed-interest funds and alternative strategy funds (including commodities).

The proven investment methodology of this fund selects from the widest range of asset classes and funds to maintain a diversified portfolio.  History shows that specific sectors fluctuate in value and are not permanently ranked high or low.  This targeted selection from a wide-range of sectors and diversification has proven a successful strategy, as the Iridium Fund has outperformed the MSCI World Index and S&P 500 by more than 20% since launch in 2000.

Managed by award-winning fund manager, Scott Cambell of Miton Asset Management, Iridium focuses on achieving secure and sustainable returns, while limiting volatility and risk.  Research shows that 90% of all investment returns are the result of selecting the correct balance of asset classes, rather than choosing individual stocks.

This fund is operated out of Guernsey, as it maintains a strict and stable regulatory environment, which provides the highest-level of security for investors.  Underlying this security is the fact that all of the portfolio’s assets are held by a third-party custodian at all times. 

This is a breakdown of the fund’s holdings currently: