Mutual Fund Managers
Choosing reputable fund managers or investments from a regulated family of funds will ensure your money is not misappropriated through fraud.
Often the best way to buy mutual funds is to go straight to the fund managers. However to avoid the entry fee on a load fund you might have to go through an investment adviser. The entry fee can often be waived if you invest through an adviser.
Investment Advisors, brokers and banks often want to sell you funds with loads so they can get a commission.
Alternatively, brokers and advisers might charge for their advice while selling no-load funds. Other arrangements with an
adviser might involve them charging a percentage of the assets you have under management.
While discount brokers can offer access to hundreds or thousands of mutual funds with no transaction fee, other investment advisers may limit the range of funds on offer because they are compensated better for promoting the recommendations of their parent group.
Don't invest through insurance salesmen because they are after the commissions so only promote load funds. Another problem with insurance companies is that they might try to wrap mutual funds up with other products such as annuities.
This list of fund managers and management companies, while comprehensive, certainly does not include all that are available.
Also, not all these groups offer offshore investment funds.
- ACM Global Investors www.acmfunds.com
- Aberdeen International Management Ireland www.aberdeen-asset-investors.co.uk
- ABN AMRO Funds
- Accessor Funds
- AGF Group of Funds
- AIM Family of Funds
- Alger Funds
- Allianz Global Investors UK www.allianzgi.co.uk/
- Alpha Analytics Funds
- Amana Funds
- American Century Funds
- American Express/ IDS Funds
- American Funds
- AMF Funds
- AmSouth Funds
- Aquila Funds
- Armada Funds
- Ariel Mutual Funds
- Artisan Funds
- Ashmore Management Co. Ltd www.ashmoregroup.com
- Atlantis Investment Management Limited www.atlantis-investment.com
- Aviva Funds www.avivafunds.com
- AXA Rosenberg Funds
- Axxion S.A. Luxembourg www.axxion.lu
- Badgley Funds
- Baron Fund Managers
- BDT Investment Management Limited www.bdtinvest.com
- Berkshire Funds
- Birla Sun Life (Mauritius) Limited www.birlasunlife.com
- Bishop Street Funds
- BlackRock Funds
- BNP Paribas Asset Management www.am.bnpparibas.com
- Bramwell Funds
- Brandywine Funds
- BT Financial Group (Aust) www.btonline.com.au
- Burgandy Funds (Canadian)
- Burnham Funds
- California Investment Trust
- Calvert Funds
- CGM Funds
- Charlemagne Capital Limited www.charlemagnecapital.com
- Citco Fund Services Cayman Islands www.citco.com
- Clariden Financial Products www.clariden.com
- Colonial First State (Aust) www.colonialfirststate.com.au
- Colonial Mutual Funds
- Columbia Funds
- Concord National BVI Limited - website being developed
- Credit Agricole Asset Management Luxembourg www.ca-funds.com
- Credit Suisse Asset Management www.csam.com
- Credit Suisse Warburg Pincus
- Delaware Investments
- Deutsche AM Ltd – Global Spectrum; Fund Administrators - State Street International (Ireland) Limited www.deam-uk.com
- Dimensional Fund Advisors
- Dodge & Cox Funds
- Dreyfus Funds
- Eclipse Funds
- EFG-Hermes Financial Management (Egypt) www.efg-hermes.com
- Emerging Markets Investors Corp www.emi-emm.com
- Enterprise Group
- Equity Trustees Limited (Aust) www.eqt.com.au/
- Equinox Finance Management Guernsey Limited www.equinox-finance.com
- Evergreen Funds
- Federated Investors
- Fidelity Investment Funds www.fidelity.com
- Firebird Management www.fbird.com
- First Eagle Funds
- First Focus Funds
- First Investors Funds
- Firstar Fund Managers
- Firsthand Funds
- Forester Funds
- Founders Funds
- Franklin Templeton Investments Limited www.franklintempleton.com
- Fremont Funds
- Gabelli Funds
- Glebe Asset Management Limited www.glebegroup.com
- Global Equities Management www.gem.bs
- GMO www.gmo.com
- Goldman Sachs Mutual Funds www.gs.com
- Goldman Sachs JBWere Asset Management (Aust) www.gsjbwere.com
- Green Century Funds
- Guardian Group Of Funds
- Hamton Asset Management Ltd www.hamton.com
- Harbor Funds
- Hauck & Aufhauser Banquiers Luxebourg S.A. www.hauck-aufhaeuser.lu
- Hennessy Funds
- HFA Asset Management Limited (Aust) www.hfainvestments.com.au
- HighMark Funds
- Hunter Hall Investment Management (Aust) www.hunterhall.com
- Huntington Funds
- ICAP Funds
- ICON Fund Managers
- IDEX Funds
- ING Investment Management Luxembourg www.ingim.com
- Invesco Funds
- Investec Asset Management Limited www.investecfunds.com
- Is Asset Management www.isportfoy.com.tr & www.turkisfund.com
- Jamestown Funds
- Janus Funds
- John Hancock Mutual Funds
- J&B Funds
- JP Morgan Fleming AM (Europe) www.jpmorganfleming.com
- Jundt Funds
- Kinetics Funds
- Kobren Funds
- Legg Mason Funds
- Liberty Funds
- Lloyd George Investment Mgmt (Europe) www.lloydgeorge.com
- Mainstay Funds
- Managers Funds
- Man Investments www.maninvestments.com
- Manulife Global Fund Ltd www.manulife.com.hk
- Marlborough Fund Managers Limited www.marlboroughfunds.com
- Marshall Funds
- Masters' Select Funds
- MFS Funds
- National Commercial Bank Saudi Arabia
- Northern Funds
- NorthTrack Funds
- Nuveen Funds
- Oakmark Family of Funds
- Opis Capital Limited (Aust) www.opis.com.au
- Oppenheimer Funds www.oppenheimerfunds.com
- Orbis Investment Management www.orbisfunds.com
- Park Place Capital Limited www.parkplace.net
- PBHG Funds
- Perpetual Investments Australia www.perpetualinvestments.com.au
- Perritt Funds
- Pioneer
- Platinum Asset Management (Aust) www.platinum.com.au
- Prime Value Asset Management Ltd (Aust) www.primevalue.com.au
- Principal Funds
- Prosperity Capital Management www.prosperitycapital.com
- Providence Financial Processing Corporation (PFPC) www.intl.oppenheimerfunds.com
- Prudential Mutual Funds
- Putnam Funds
- Quadriga Asset Management Gmbh www.superfund.com
- Regions Funds
- Runkel Funds
- Reserve Funds
- Rockland Funds
- Roulston Funds
- Royal Mutual Funds
- Rushmore Funds
- Rydex Series Trust Funds
- Safeco Funds
- Schwab Funds
- Scudder Funds
- Seligman Funds
- Selected Funds
- Sierra Club Funds
- Sinopia Asset Management Hong Kong www.sinopia-group.com
- Siparex (Sigefi Private Equity) www.siparex.com
- Smith Barney Group
- State Farm Funds
- Stratton Funds
- Strong Funds
- SunAmerica Funds
- TD Mutual Funds (Canadian)
- TIAA-CREF
- T. Rowe Price
- UBS Global Asset Management www.ubs.com
- USAA Funds
- U.S. Global Investors
- Value Line
- Value Partners Limited www.valuepartners.com.hk
- Van Wagoner Funds
- Vanguard
- Victory Funds
- Vintage Funds
- Vontobel Funds
- VR Advisory Services Ltd
- Wells Fargo Funds
- WestLB Asset Mgt (Lux) SA www.westam.com
- William Blair Funds
- Westcore Funds
- 59 Wall Street Funds
For speedy access to any of the mutual fund information simply click on one of these links:
You are here:
Mutual Fund Managers - A very comprehensive list in alphabetical order of many of the managers of mutual fund families around the world.
Mutual Fund Investing - How funds make money, how you make money from them, explanation of distributions and some special dates.
Offshore Investing Mutual Funds - an outline of why offshore funds beat all, and a bit about taxation.
Advantages - a discussion of the advantages and the disadvantages of these funds.
Types of Mutual Fund - a listing and explanation of all the different types of funds onshore and offshore.
Offshore Investments - how to go about making your offshore investment through an offshore trust.
Understanding the Mutual Fund Prospectus - an explanation of some of the main things to look for when reading a prospectus.
Choosing a Mutual Fund - 6 important things to consider before making your decision to invest in a particular fund.
Compare Mutual Funds - how to analyze what the 1 year, 3 year, 5 year and 10 year returns mean, and how to compare funds with those figures.
