Mutual Funds in Bermuda

LOM Managed Mutual Funds

We manage a series of conservative mutual funds, ranging from money market and fixed income funds in multiple currencies, to global equity funds.  One of the advantages of investing in mutual funds is that they allow access to professionally-managed and well-diversified portfolios of equities, bonds or other securities that may otherwise not be available or may be uneconomical for many investors.

  • Long, conservative track record in international markets
  • Top tier performance and track records within peer group
  • Top Morning Star ratings
  • Transparent fee structure
  • Global and sector diversification
  • Integral part of any investment portfolio
  • Daily or weekly redemptions and subscriptions; easily executed through your LOM account
  • Independent administrator:  Beacon Fund Services (Bermuda) Ltd.
  • Audited annually by Deloitte
  • Managed in-house, offshore

LOM’s investment team have experience in managing the nuances of mutual funds for the last twenty years, proven by the funds’ impressive track records of out-perfoming their benchmarks on a consistent basis.  All of our funds are conservatively managed and are not leveraged.  LOM Funds are incorporated in Bermuda and listed on the Bermuda Stock Exchange.  The funds are managed by LOM Asset Management Limited.

Mutual funds may be classified by their principal investment, such as a money market fund, fixed income or bond fund, stock or equity funds or alternative funds (Fund of Funds, or Hedge Funds).  Funds may also be categorized as passively or actively-managed; LOM’s Funds are actively managed to out-perform their benchmark portfolios.

Mutual funds became popular in the 1980 but have been in existence since the 18th century.  The first fund like structure was created in the Netherlands with the objective of investing in European bonds -arguably also making it the first offshore focused mutual fund.   Since this time the structure of mutual funds have changed, but still share a common theme of investors pooling assets for investing.

Please see below links for additional information on our range of Offshore Mutual Funds. LOM representatives are ready to provide additional information you need to make an informed decision depending on your financial circumstances.

LOM Asset Management Limited is licensed to conduct Investment Business by the Bermuda Monetary Authority.