In February 2016, Jesmond Mizzi Financial Advisors Ltd (JMFA) launched the first of three funds within the Merill SICAV plc fund structure, with the aim to provide diversification across different asset classes and investments. A year later, two additional sub funds were further established, to continue to provide investors with different investment strategies, focusing on income and capital growth.
Jesmond Mizzi Financial Advisors Ltd, the management company for these funds is pleased to announce that the aggregate size of the three funds has surpassed the €70 million mark as at the end of September 2018.
To celebrate the success in reaching this milestone, JMFA is offering an opportunity to all potential investors to consider investing in the Merill Funds with no initial charges until 31st December 2018. This limited investment offer is open to all existing clients of Jesmond Mizzi Financial Advisors as well as new clients investing a minimum of €10,000.
All three Merill funds have different investment objectives and asset class exposure and offer both distributor and accumulator share classes with the distributor share classes paying income on a quarterly basis.
Jesmond Mizzi, Managing Director of Jesmond Mizzi Financial Advisors stated that “the company is very proud to have achieved this milestone in such a short period of time, and this is our way to say thank you.” He further stated that this offer is being made at a time when markets have experienced a negative trend and therefore, investors should consider investing when prices are relatively lower, obviously after seeking professional advice.”
All three funds of the Merill SICAV plc achieve a high level of diversification and therefore offer a platform for investors to diversify their portfolios through collective investment schemes in order to seek the best potential returns while reducing risk.
Mr. Mizzi added “Trust is what drives our business and our growth over the years is evidence of the faith that investors have placed in our Company. As a sign of commitment and gratitude we are pleased to extend this unique investment opportunity to all investors”.
Merill SICAV plc is incorporated and licensed as an open-ended Collective Investment Scheme, registered in Malta, qualifying as a Maltese UCITS in terms of the UCITS Directive with effect from the 16th October 2015. The value of the investment and the income are not guaranteed and may go down as well as up. Investments should be based upon the details contained in the Prospectus and Key Investor Information Documents (KIID’s), which may be obtained in English language and free of charge from Jesmond Mizzi Financial Advisors Limited (JMFA) of 67, Level 3, South Street Valletta, VLT1105, Malta, licenced to conduct investment services business under the Investment Services Act. JMFA and Merill SICAV plc are regulated by the Malta Financial Services Authority of Notabile Road, Attard, BKR3000, Malta.