Tilman Equity & Bond Fund

Objective of the Tilman Equity & Bond
Fund (“The Fund”) is to provide long term capital growth from a portfolio of equities and bonds quoted in global markets.

• Fund Structure
• General Information
• Taxation & Charges

Investment Services

Tilman Asset Management is authorised as an investment management firm, by The Financial Regulator and in carrying on its business, must comply with the provisions of the Act and the guidelines and regulations imposed by IFSRA from time to time.

The service which Tilman provides is aimed at establishing realistic investment objectives based on an understanding of the client’s circumstances and requirements and matching those objectives to appropriate investments.

Portfolios are invested primarily in Stockmarket securities – shares, government and corporate bonds, investment trusts and unit trusts. Our asset allocation is broad, covering Ireland, the United Kingdom, Europe, the United States and Other International markets. Tilman also enters into property transactions directly or indirectly on behalf of clients

The Investment Strategy agreed will also take account of any ethical considerations expressed by the client.

Investment Management Agreement
Procedures to establish a portfolio
The Tilman Equity & Bond Fund