In the process of the financial crisis that is over now, the use of low correlation funds with the stock and bond markets are useful in term of regular yield and low risk. The wise investor should consider using these funds, in association with gold, to recover the way of positive yields over the long term. Nevertheless the threat over the markets are quite numerous, including the price of crude oil which could endenger the economic recovery of many countries.
The recent case of the bankruptcy of the Emirate of Dubai, announced on November 2009, on Thanksgiving Day, when the financial markets were closed in the U.S.A., is an episode of the financial crisis. The Greece financial problems and huge public deficit is another one. Here the impact on the markets has been low, but other threats are hidden and any bad news can turn the indexes in the red again. The wise investor should stay out of the risky products and focus to low correlation products, with a period of investment of more than 5 years for at least 50% of the wealth.
* Alternative fund with guarantee of capital: Man-Investments; IP 220-GLG; 10-year period guarantee of capital; low correlation with financial markets; "Aaa" rating (Moody's); inception date : December 1996; annualized yield: 12.5%; monthly liquidity.* Alternative fund: Castlestone Management; investment in the physical storage of precious metals such as gold; silver and platinium in a large European bank to produce a hedging against markets ups and downs; average annual yield 13.86%.
* Alternative fund: Castlestone Management; investment in the physical storage of gold in a large European bank; inception date: October 2004; annualized yield: 14.4%.
* Alternative fund: CastlesStone Management; investment in artwork such as paintings and sculptures, Post-War period, with a strategy of diversification from the financial markets; "Buy and Hold" strategy; average yield 7.6%.
* Alternative fund: Elite Advisers, Nobles Crus; investments in famous European wines, especially Burgundy and Claret from the best wineyards and vintages, to diversify the assets and get a no-correlation to the markets; average yield 15%.
The purchase of these funds provides a good base with low risk in all market conditions associated with steady performances over the medium-long term. The funds could be subscribed in a private bank in Geneva, at private name, or with an offshore structure like a Seychelles company, or a trust like Mauritius, or a Jersey foundation, from an investment of EUR50,000. For the investor with a minimum of EUR250,000 of assets, international tax optimization is performed with a EU life insurance contract that protects the assets and allows tax reliefs. These investments could be subscribed in bank in Switzerland; Luxembourg; UAE (Dubai); India or Hong Kong according to the country of residence of the investor. Some funds could be limited or forbidden for sale in some jurisdictions. Indication of past yields is not a guarantee of the future yields.
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