Fund wrapping

Mobius Life offers asset managers the opportunity to create life-wrapped funds, without the capital commitment and administrative burden of establishing and managing a life company

A life-wrapped investment fund offers a tax efficient solution to the UK institutional pensions market, providing an opportunity to secure higher performance returns and compete on a ‘like-for-like’ basis with established life-wrapped fund providers.

The key features of a life-wrapped investment fund:

  • Preferred product for UK pensions market
  • Tax efficient vehicle with opportunity to recover overseas withholding tax
  • Improved performance returns
  • Governed and monitored within a highly regulated life company structure
  • Quick, simple and inexpensive to launch