Formula Growth Limited

Fee-Only (% of Portfolio)

Formula Growth Limited is a registered investment advisor that manages private pooled investment vehicles (funds). Formula Growth does not tailor its advisory services to the individual needs of any particular investor. The firm's investment strategies are speculative and entail substantial risks. Investors should be prepared to bear a substantial loss of capital.

Assets Under Management$370M
Clients7
AdvisorsN/A
Avg. per Client$53M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Formula Growth Limited manages investments for pooled investment funds. The firm is paid a management fee ranging from 1/12th of 1% to 1/12th of 2.5% of the net assets of the funds, calculated and payable monthly. The firm may also be paid a performance fee equal to 20% of any amount that the Series NAV per Unit exceeds the Series NAV Per Unit as at the first business day of the relevant financial year.

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Formula Growth Limited | TrueAdvisor