ABOUT US

Aria Protected Funds

Aria Protected Funds is managed by Aria Structured Investments which was established in 2007. The current Board oversees the management of global distribution relationships and assets of c. 150,000,000 GBP. The focus on the business is on wealthy private clients who deserve better products than run of the mill, long only, retail asset managers can deliver. Incorporating institutional risk management, the Aria Protected Funds offer a unique combination of certainty, diversification, and protection.

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Orchestrated to Deliver Value over Ego

The principles which define the Aria Protected Funds set a new standard for preserving wealth. Founded in 2007, the Aria Protected Funds represent the new model for asset management.

Structural Integrity

Luxembourg offers the highest level of investor protection available. Liquidity and Custody are assured.

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Risk, not Asset, Management.

We have sourced the finest techniques for risk management which are employed to protect capital and income at the lowest possible cost.

Passive Management

Long term, index-based investments outperform active managers. Index-based portfolios with automatic rebalancing remove the manager risk (and cost).

Competitive Edge

We have outstanding relationships with investment banks and an understanding of the mindset, processes, and needs of the leading wealth advisory business.

WHAT IS A SICAV?

A SICAV is an undertaking for collective investment in transferable securities. It is regulated in Luxembourg and governed by Part I of the amended law dated 17 December 2010 relating to undertakings for collective investments.

WHAT IS A SICAV-SIF?

A SIF is a specialized investment fund. It is regulated in Luxembourg and governed by the amended law dated 13 February 2007 (the "SIF Law"). According to article 1 of the SIF Law, the securities of specialised investment funds "are reserved to one or several well-informed investors". This is not the same category as "experienced" or "sophisticated". According to article 2 of the SIF Law, "a well-informed investor shall be an institutional investor, a professional investor or any other investor who meets the following conditions:

a) he has confirmed in writing that he adheres to the status of well-informed investor, and

b) (i) he invests a minimum of 125,000 Euro in the specialised investment fund, or

(ii) he has been the subject of an assessment made by a credit institution within the meaning of Directive 2006/48/EC, by an investment firm within the meaning of Directive 2004/39/EC or by a management company within the meaning of Directive 2001/107/EC certifying his expertise, his experience and his knowledge in adequately apprising an investment in the specialised investment fund."

So, for example, direct investors investing less than 125,000 Euro need confirmation of their status from the advisor. This can be done using this letter. Clients using bonds generally do not need confirmation as the investment is made by the bond provider (an institutional investor). Please contact us for support on this aspect of a SICAV-SIF if needed.