Short Term Investment Solutions
Swan Money Market Funds: A remunerating alternative to cash at hand or idle cash.
Primarily invested in high-quality, short-term fixed income instruments, these funds strive to deliver liquidity, low volatility, and positive returns. Suitable for retail and institutional investors seeking short-term gains and comfortable with unhedged currency exposure.
By investing primarily in fixed income securities, the main objectives of these Funds are to maintain liquidity and low volatility and provide positive returns over the short-term.
Three Money Market Funds available in USD / MUR / EUR
No subscription and redemption charges shall be applicable
Ability to withdraw with daily dealing and valuation.
Investment options:
- One-off payment in the form of a Lump Sum
- Regular Savings Plan: Initial Investment + Regular Contributions (Monthly, Quarterly, Yearly)
Swan Money Market Fund - USD
ISIN: MU0768S00020
Features & Benefits:
- Base Currency: USD
- Minimum Investment: USD 25,000
- Regular Savings Plan (Monthly: USD 2,500, Quarterly: USD 5,000, Yearly: USD 10,000)
Swan Money Market Fund - MUR
ISIN: MU0768S00038
Features & Benefits:
- Base Currency: MUR.
- Minimum Investment: MUR 50,000.
- Regular Savings Plan (Monthly: MUR 15,000, Quarterly: MUR 25,000, Yearly: MUR 50,000).
Swan Money Market Fund - EURO
Features & Benefits:
- Base Currency: EUR
- Minimum Investment: EUR 5,000.
- Option of Additional Investment of minimum, EUR 5000
EUR 0
as at 13 December 2024