Dominion Capital Strategies

Dominion Capital Strategies Documents

Who is Dominion Capital Strategies?

Dominion Capital Strategies is an esteemed investment management firm headquartered in Guernsey, a premiere, well-regulated financial centre with administrative offices in Uruguay and fund managers in London. It operates under the regulatory oversight and licensing of the Guernsey Financial Services Commission (GFSC). 

Catering to a diverse clientele of both expatriates and local residents, Dominion Capital Strategies provides its services worldwide. They offer two distinct strategies: the My Savings Strategy and the My Investment Strategy, designed to meet the unique financial goals of individuals.

What solutions do they offer?

• My Savings Strategy is tailored for individuals seeking to make regular, ongoing contributions spanning five to twenty years

• My Investment Strategy offers lump sum investment options specifically designed for a five-year duration.

What are the key features of Dominion Capital Strategies?

My Savings Strategy investors can enjoy:

• Savings in USD (other currencies coming soon)

• Contributions are made on a card of your choice monthly, quarterly, semi-annually or annually

• Flexibility of the plan to adjust as their life does; changed or missed contribution without penalty

• Plan portability should you move

• Fully digital platform, no paperwork is ever required

• Transparent charging structure

• No establishment or lock-in period

• Add single-time contributions to take advantage of market opportunities

• Custodian bank is Bank of NY Mellon, the largest custodian bank in the world with $45T assets under custody

• Nominate beneficiaries of your choice to ensure investments are directed to intended recipients 

• Acceptance of both local residents and expatriates

• Partnership with Pacific Asset Management (PAM) from 2023 to strengthen their offering and capabilities

How can you use your Dominion Capital Strategies account?

My Savings Strategy is commonly used to achieve medium-to-long term financial goals, such as:

• Retirement savings and/or income

• School fee planning for children or grandchildren

• Putting a deposit on a home our outright purchasing a home

• Starting a family

• Business purposes

• General savings or rainy day fund

• Lifestyle choices; the new car, the dream holiday, the second home

• To provide disciplined, regular savings for those who could improve their savings habits

• To provide financial flexibility

Calculate what you need to retire

Can I protect my investment with Dominion?

The Protected Investment Portfolio (PIP) by Dominion offers a contemporary solution to the timeless challenge of balancing risk and return. Clients can opt for this portfolio, which provides them with the advantages of growth and protection simultaneously within a single investment. Developed in collaboration with FNZ, this exclusive portfolio is accessible solely through Dominion Capital Strategies and is designed to be advantageous for investors at any point in their financial planning journey. 

PIP Key Features include:

1. During favorable market conditions, the entire portfolio is allocated to the growth asset.

2. In the event of market declines, assets are gradually shifted towards the safe asset.

3. Asset allocation is influenced by market volatility, with higher volatility leading to a greater allocation towards the safe asset.

4. The Protected Investment Portfolio offers an 80% Protection Lock-In from the beginning. Each individual account is rebalanced daily based on market performance and volatility. If the portfolio's value falls below the protected value, a cash payment is made to the account the following day. The protected value is always set at 80% of the highest recorded fund units value for each investor.

5. The portfolio provides unlimited upside potential from exposure to the stock market.

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