Investing for yacht crew should be simple. That’s why we created Polaris. Polaris is a collection of investment strategies that make investing for yacht crew flexible and easy.
We created Polaris after we saw that many investment providers were making it difficult (in some cases impossible) for yacht crew to use their products. So, because we know yachting inside out, we created something that does meet the demands of a yachting life.
Polaris is extremely flexible. In addition, it is designed to operate over the medium to long term (5 to 10 years). So it is the perfect investment vehicle for superyacht crew. It makes investing for yacht crew clear and easy.
Polaris investment strategies for superyacht crew
This is only for superyacht crew.
Polaris consists of six strategies that are available only to clients of Yachting Financial Solutions. So you can’t get them anywhere else.
You can choose funds with little or no correlation to world stock markets. In other words, your investments avoid the consequences of the short-term ups and downs that stock markets experience. Or you can opt for funds with a stock market component. They give you the potential benefits of the long-term upward trend of most stock markets.
Polaris is a living, breathing thing. That means we are always making sure each strategy is performing as it should. And we are always working on new strategies to complement the ones we already have.
The current strategies are:
YFSOL H (Harmony) is a ‘best-in-breed strategy’. We work with Momentum Asset Management, who find the best fund managers in each investment sector worldwide and invest in their funds.
A high-growth stock market/hedge fund strategy that gets six rockstar investors from both sides of the Atlantic working for you.
YFSOL V is a value investing strategy. Value investors believe that a stock’s price is not always the same as the company’s value. So money can be made by buying such businesses for less than their true worth. We’ve found some of the best value-style investment managers in the world and combined their expertise in one simple strategy.
YFSOL SRE (Strategic Real Estate)
This is a niche property investment fund. It focuses on alternative areas of real estate, such as care homes, student accommodation and holiday parks.
A low-volatility, corporate bond strategy with high liquidity and the potential for higher growth above a 6% target base.
This is an income-producing strategy. It aims to give around 8% per annum return with low volatility. It also gives you the ability to draw income on a quarterly, half-yearly or annual basis.
Polaris one-off investments for superyacht crew
One-off investing for yacht crew
In addition to our regular investment strategies, we also created two special classes of Polaris investments. We did so based on the feedback from a survey we did among superyacht crew. We asked them what they wanted to invest in. Then we went out in search of opportunities to meet their wishes. These one-off investment opportunities mean you can invest in what you find exciting.
YFSOL Classic Opportunities (YCOs) allow you to invest in luxury goods that have a long history of increasing in value: wine, art, classic cars, music royalties, coins, stamps, etc. These are opportunities of distinction.
YFSOL Special Opportunities (YSOs) allow you to invest in cutting-edge projects: crypto-currencies, high-tech solutions, legal marijuana, etc. These are opportunities of our time. So they are the kind of investments your average financial planner wouldn’t think of.
Polaris is supported by Custodian Life
Custodian Life is the life assurance company that provides the administrative and custodial framework that powers Polaris.
- Class C Insurer—Custodian Life is registered under the Bermuda Insurance Act 1978. And it is supervised by the Insurance Department of the Bermuda Monetary Authority (www.bma.bm).
- Policyholder protection—Custodian Life is registered under the Segregated Accounts Companies Act 2000.
- The policies benefit from the tax-efficient treatment enjoyed by offshore bonds issued in Bermuda.
- Bermuda—One of the world’s leading offshore financial hubs, with 75% of the world’s Fortune 100 companies operating within the country.
- Compared to Bermuda, no other country in the world has a higher percentage of actuaries, accountant or underwriters among its population.
- Uncluttered and clear. Custodian Life specialises in 1 product, with 100% flexibility.
Want to know more?