_{^{FIRST PILLAR FUND}}INVESTING MADE EFFORTLESS

Investment Strategy

The First Pillar Fund is designed for non-U.S. persons and entities seeking a streamlined, tax-efficient path to global markets. This single, professionally managed strategy blends:

Active U.S. Equity Core – Equal weighted portfolio of 25 large-cap companies with strong profitability and competitive advantages.
Passive Global Diversification – Efficient exposure to international markets via low-cost ETFs.
Fixed Income & Alternatives – Investment-grade bonds and uncorrelated assets to help reduce volatility and improve risk-adjusted returns.
Options Overlay – Dynamic covered calls on core holdings to generate additional yield and manage downside risk.

With online subscription documents, rapid KYC approval (often within 48 hours), and monthly liquidity, First Pillar delivers disciplined investing without the red tape.

Low Maintenance

Diversified global exposure within a professionally managed single investment

Straightforward Fixed Fees

Low expense ratios compared to engaging outside active managers

Tax Friendly for Non-U.S. Investors

Use of Irish UCITS and offshore structure helps to reduce withholding taxes and avoid exposure to U.S. estate tax

Liquid and Transparent

Monthly subscriptions and redemptions, no hidden fees, and no commissions

^{Fees & Minimums}STRAIGHTFORWARD PRICING

Radix Financial First Pillar Ltd offers investors access to the Global Growth strategy through Share Classes A & B and to the standalone Core Equity strategy through Share Class C.

Share Class	Minimum Investment (USD)	Management Fee	Other Fund Fees*	Total Expense Ratio**
A	$100,000	0.85%	0.15%	1.00%
B	$2,500,000	0.50%	0.15%	0.65%
C	$10,000,000	0.35%	0.15%	0.50%

_{*Other fund fees include: (i) legal, administrative, accounting, audit, and insurance expenses; (ii) all registration fees, taxes, and corporate fees payable to any relevant government, agency, or regulatory authority; (iii) expenses with respect to investor communications and marketing; and (iv) litigation or other extraordinary expenses. These fees are capped at a fixed 0.15%/12 per month of the Net Asset Value (NAV) per Share of any Class.}_{**Does not include brokerage commissions, mandatory tax withholding, or underlying expense ratios related to the investment programme charged on transactions prior to NAV per share calculation.}_{An early redemption fee of 1.5% of the NAV will be charged on the redemption of any Participating Share which has been in issue for less than 18 months.}

Quarterly fact sheet

Access the most recent fact sheet to see how the First Pillar Fund is working for investors.

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^FAQ
Ask Us What You Want
To Know More About

Subscriptions to First Pillar are not open to US Persons*
"US Person" within the meaning of Rule 902 of Regulation S under the U.S. Securities Act of 1933, as amended.
The minimum investment for Class A is $100,000 USD and $2,500,000 USD for Class B.
In most cases, the speed you can provide documentation is what determines how quickly we are able to move through the onboarding process.
If KYC documents are in order, onboarding and approval can happen in as little as 48 hours. However, please note that subscriptions and redemptions are offered on a monthly basis and must be confirmed by the 15th of the month prior.
Radix offers monthly liquidity. Requests for subscriptions and redemptions must be received by the 15th of the month prior.
To encourage long-term commitments, Radix charges a 1.5% penalty on amounts redeemed prior to an 18 month holding period. There are no other fees charged for redemptions.
Yes, Radix Financial First Pillar Ltd (the Fund) has been established as an approved fund under the Securities and Investment Business Regulations, 2015 of the British Virgin Islands. Regulatory verification for the Fund is accessible through the FSC's website at www.bvifsc.vg.
No. First Pillar is not appropriate for short-term or risk-averse investors.
It is expected that subscribers will experience losses over short-term and sometimes medium-term time periods. Investing involves risk, and you should expect to regularly experience market downturns in tandem with broad market indexes.

^{CONTACT US}YOUR GOALS OUR GUIDANCE

Whether you’re ready to schedule an introductory call or still exploring your options, we’re here to help.

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FIRST PILLAR FUNDINVESTING MADE EFFORTLESS