Sonoma Partners Ltd (the “Company”) is a UK asset manager which manages the MI Sonoma Investment Fund (the “Fund”). The Company was created in 2015 by three entrepreneurs who had sold various parts of their venture capital portfolio and a successful wealth manager for the purpose of managing the wealth of the entrepreneurs’ funds and then extending the offering to other high net worth families. The Company’s objectives are tax efficiency, low cost, transparency, capital preservation and wealth creation.
The Fund’s investment objective is to achieve an annualised return of the UK Consumer Price Index (CPI) + 5% before fees, without the constraints of any fixed asset allocation parameters.
The Fund is not constrained by any particular market benchmark and can be invested across all asset classes, investment strategies and geographies. Allocation to asset classes, strategies and specific investments will vary over time and will be dependent on the investment manager’s determination of prevailing opportunities.
The Fund offers several benefits over holding assets in an individual account including access to institutional investments, preferential fees, gross capital gain roll up within the fund, greater diversification and efficient portfolio management.
The investment management fee is 0.6% per annum for Class A Shares and there is no performance fee.
The Fund is constituted as a UK open ended investment company and is authorised by the FCA as a Qualified Investor Scheme or QIS.
+44 (0)345 521 1003