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Grow, protect, and preserve your wealth

You worked hard to get it

Company Founded
2018
GLobal Exchange Futures
45

Why
Choose Us

We're an offshore global macro fund that invests exclusively in established markets and instruments. We do not invest in emerging markets.

Caveat Fund generates long-term wealth for investors by trading the most diversified futures portfolio. Our average returns generally exceed world equity markets, with no greater risk of loss.
Quarterly Dividend
1.5%
ROI
15%p/a
Liquidity
100%

Fund Features

Our fund is supported by a ‘living’ system of algorithms which continually monitors each of the 45 markets, researching and analysing performance and trends to notify us of opportunities as they become available and early warnings signals as necessary.

In addition to the above, we have extensive collaboration between highly qualified, experienced, and properly regulated entities, specialists and global managers sharing live data and information to maximise investment and minimise risk.
Fund Currency
US$
Global Exchange Futures
45
Average Position
4-6 Weeks
Looking for an investment in global (offshore) equity markets that provides  maximum growth and high liquidity, yet is tax free?
Let's Talk
International Taxes
0%
Admin Fee
0.5%p/a

Fees & Taxes

We only charge fees on the discretionary portion of growth generated every quarter. If there is no growth, there is no fee. Unlike other funds, fees are not applicable to the full value of the fund.

Contact us for exact fees and taxes applicable to your investment.
No Growth
No Fees
Upfront Fees
None
Dividends Re-Invested
No Taxes

Our
Affiliates

Accountant

Carre Trust

Carré Trust is a multi-family office providing high-quality customised services.

With a wealth of experience in the trust and company world, Carré Trust is able to offer qualified guidance and assistance to wealthy individuals, their families and professional intermediaries regarding their requirements and needs, from structural challenges to personal customer solutions.

Carré Trust is a one-stop-shop committed to personal service, reliability and attention to detail. A trustworthy working relationship gives our clients the time and peace of mind they deserve

Sub-Portfolio Manager

JAB Speculate

JAB Speculate LLC ("JAB") has offered professional money management to institutions and high net worth individuals since 2013. They specialise in futures markets around the world.

JAB Speculate LLC is the appointed sub-portfolio manager and international expert to manage its offshore portfolio. JAB Speculate LLC is registered within the Cayman Islands and regulated under CIMA

Administrator

Sanlam Trustees International

Sanlam is the largest non-banking financial services provider in Africa with a presence – both direct and indirect – in 38 African countries, as well as operations in Europe, India, South East Asia, Australia and the USA

Sanlam Trust Services International is the appointed administrators and accountants for Caveat Fund Ltd

Custodian

AfrAsia Bank

AfrAsia Bank specialises in banking that builds bridges between Africa, Asia and the World. AfrAsia Bank’s fresh approach connects people, places and possibilities by doing things others said could not be done. The bank was founded in 2007 and are headquartered in the Mauritius International Financial Centre with a representative office in South Africa.

AfrAsia Bank is the appointed custodian for Caveat Fund Ltd.

Compliance

Askari Compliance Services

"Askari" is a Swahili word used to describe a guard or guardian. Living up to this name, Askari Compliance Services is a Financial Services Board approved compliance practice that provides bespoke financial service compliance solutions.

Askari Compliance Service is the appointed provider of compliance services and solutions for Caveat Fund Ltd

Thinking of Investing?

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Caveat Fund Ltd

(FSC Reg. No. SIBR/FAF/18/0125 | Company Reg. no. 1972334)
4th Floor, RJT Edifice, Waterfront Drive, Road Town, Tortola, BVI, VG 1110
Copyright © 2022 Caveat Fund Ltd. All Rights Reserved
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