FIRST PILLAR FUND
Investing Made Effortless
A professionally managed investment strategy for eligible non-U.S. persons and entities seeking a streamlined path to global market exposure.
First Pillar combines active U.S. core equity exposure, global diversification, fixed income and alternatives, and an options overlay within a single managed fund structure.
With online subscription documents, rapid KYC approval (often within 48 hours), and monthly liquidity, First Pillar delivers disciplined investing without the red tape.
Active U.S. Equity Core
Concentrated portfolio of high-quality 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.
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 for historical performance and see how the First Pillar Fund is working for investors.
FAQ
Ask us what you want to know more about
Who is eligible to invest?
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.
What is the minimum investment?
The minimum investment for Class A is $100,000 USD and $2,500,000 USD for Class B.
How long does the onboarding process take?
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.
If I need to get my money out, how long will it take and what will it cost me?
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.
Is the First Pillar Fund regulated?
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.
Is First Pillar appropriate for short-term or risk-averse investors?
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 are exploring wealth management, First Pillar, or independent consulting, Radix can help you determine the appropriate next step.