Shearwater

Are you looking for a low cost, flexible and affordable way to invest?

Don’t have a lump sum to invest?

Want to start accumulating wealth?



For more information related to Shearwater, you can contact us on the following:

Tel: +44 1624 717171

Enquire Here
Shearwater is a Discretionary Fund Management (DFM) service designed by Ramsey Crookall’s investment committee to meet a broader range of investment objectives and risk tolerances. Models can be accessed either as a lump sum investment, a regular contribution investment or a combination of both.

Time and again, studies have shown that investing in the stock market is one of the best long-term strategies to build up a sum of money. 

Shearwater Models

Shearwater is available for lump sums across GBP, USD, EUR and for regular savings in GBP.

The models are regularly reviewed, with consideration given to the prevailing macro-economic factors and market conditions. Any potential adjustments are considered from both an asset allocation and an asset-specific perspective. 

We continually monitor our models against a benchmark for performance as shown on the factsheet. We use a relevant Private Client Index (PCI) from Asset Risk Consultants (ARC), an independent performance measurement company.

Shearwater - Monthly Investment (MIA)

Shearwater is also ideal for people who want to invest monthly without the necessity of investing a lump sum to start, and you can start with as little as £100 per month. It is excellent for first time investors looking to create wealth or sophisticated investors who want to invest monthly towards their retirement or other financial goals. 

How it Works

To help you find the right Shearwater Model, we will assess your circumstances and help you understand your risk appetite. From this initial consultation, you will be able to make an informed decision on which investment to choose so that it is in line with your aims and objectives.

You can monitor your account's value through our online valuation system, which is available through our mobile app or client portal. The valuation system is updated daily.

The Shearwater Investment Account is very flexible and does not have a specific term. However, it would be best to invest for a horizon of at least five years.  

Important information

All investments involve varying degrees of risk, and you should satisfy yourself that you fully understand the risks involved. If you do not, please contact us to discuss the matter further. The value of investments and income arising from them is not guaranteed, which means you may not get back what you originally invested. Changes in exchange rates may also cause an investment to fluctuate in value. Past performance is not necessarily a guide to future performance.

Members of the London Stock Exchange and PIMFA | Licensed by the Isle of Man Financial Services Authority (IoMFSA) Registered Office: Ramsey Crookall and Co. Ltd., 38/42 Athol Street, Douglas, Isle of Man, IM1 1QH Copyright © 2009 - 2020 Ramsey Crookall & Co. Ltd
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