Fund library
We have an intentionally focused range of investment strategies. We seek to produce returns well ahead of inflation over the long term by investing in liquid, high quality, listed global equities, short-dated bonds and cash.
Investor documents and reports for our fund range can be found below.
Protea Fund –
Veritas High Equity
To protect our clients’ assets and grow them significantly above inflation over the long-term
Protea Fund –
Veritas Core Equity with Fixed Income
To protect our clients’ assets and grow them well above inflation over the long-term
Protea Fund – Veritas Global Equity Strategy
To protect our clients’ assets and grow them significantly above inflation over the long-term
TM Veritas Equity Strategy
To protect our clients’ assets and grow them significantly above inflation over the long-term
It is possible to access all the funds directly via third party platforms. The funds can be held within tax efficient wrappers such as ISAs or pension schemes (eg. SIPPs).
Click on a fund for more information, or contact us with any questions.
FundPartner Solutions (Europe) S.A. is the management company for the Protea funds and perform fund administration services. Meridiem Investment Management Ltd is the appointed investment manager for the funds.
Thesis Unit Trust Management Limited is the Authorised Corporate Director of the TM Veritas Equity Strategy and perform fund administration services. Meridiem Investment Management Ltd is the appointed investment manager for the funds.
Before making an investment decision, please ensure that you have read the Key Investor Information Document (KIID) for the fund that you wish to invest in. This document contains important information including risk factors and details of charges. Meridiem Investment Management Ltd does not give advice nor assess suitability where the units are purchased by investors directly. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may fluctuate and are not guaranteed. Investors may not get back the whole amount they have invested.
Morningstar’s Sustainability Score incorporates Sustainalytics’ company and country-level analysis.
Morningstar®. All rights reserved. The information contained herein: 1) is proprietary to Morningstar and/ or its content providers; 2) may not be copied or attributed; and 3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.