Tailored to your risk profile
Unique Fund
A fund shaped around you, not the other way round.
Risk profiles
4Conservative to high growth
Overview
The Unique Fund starts with your investor profile: goals, time horizon, income needs and appetite for risk. Capital is then deployed to generate the most suitable return for that profile, combining listed equities with selected unlisted and private-company opportunities that are usually out of reach for individual investors.
How it works
Simple, step by step
Profile
We assess your objectives, horizon, liquidity needs and risk tolerance.
Design
A target allocation across listed and unlisted equities is agreed with you.
Deploy
Capital is invested in stages as suitable opportunities are diligenced.
Review
Your profile and the portfolio are reviewed regularly and rebalanced as needed.
Risk profiles
Deployed according to your profile
Conservative
Capital preservation first. Mostly listed, liquid holdings with a small allocation to private opportunities.
Balanced
A steady mix of listed equities and selective unlisted positions for growth with controlled volatility.
Growth
A larger allocation to equities and private companies for investors with a longer horizon.
High growth
The highest weighting to unlisted and early-stage equity for investors who accept greater risk and lower liquidity.
Risks & mitigations
What we account for, and how
Unlisted equity liquidity
Private holdings can take years to realise and may be hard to value; allocations scale with your profile.
Concentration
Position limits and diversification rules apply to every profile.
Valuation
Unlisted assets are valued under the fund's valuation policy and independently reviewed.
FAQ
Questions about Unique Fund
How is the Unique Fund different from a regular fund?
Instead of one portfolio for everyone, your allocation is set by your own risk profile and can include unlisted equities alongside listed shares.
Can I invest in unlisted companies?
Yes. Depending on your profile, part of your allocation can be deployed into private and unlisted equities.
Can my risk profile change?
Yes. Profiles are reviewed periodically and when your circumstances change, and the portfolio is adjusted accordingly.
Also from Safewall
Explore other products
Secure Gold Future
Fixed monthly income for 10, 20 or 30 years, backed by allocated physical gold.
Explore →Listed equities & bondsGrowth Fund
A diversified portfolio of listed equities and bonds across the US and Europe, managed for the best risk-adjusted return.
Explore →Income + capital growthReal Estate Backed Investment
Property-backed investment split 30/70 between new developments and existing developed projects, targeting 6–8% annual rental yield.
Explore →Ready to invest in Unique Fund?
Send us a short enquiry and our investor relations team will share the Private Placement Memorandum and term sheet.
Enquire now