Baobab Preservation Fund

Capital Preservation

Baobab Preservation Fund

The baobab tree lives for over a thousand years. It weathers drought, storm and time — and it endures. This fund is built on that same principle: protecting family wealth across generations with the patience of a tree that has outlasted empires.

Request Prospectus
+4.8%
5-Year Return
$7M
Assets Under Management
+1.2%
Q1 2025 Return
2006
Year Established

Investment Philosophy

The Baobab Preservation Fund is designed for families who have already built significant wealth and whose primary concern is not accumulation but survival — ensuring that what has been built endures across multiple generations.

We invest in a highly diversified portfolio of real assets, sovereign bonds, gold and inflation-linked instruments. The fund does not chase returns. It focuses entirely on protecting purchasing power, minimising drawdown and ensuring that capital is available when the next generation needs it.

Who This Fund Is For

The Baobab fund requires a minimum 9-year commitment, reflecting our belief that true preservation cannot be achieved over short horizons. It is designed for families with $1M+ in investable assets who want to ring-fence a portion of their wealth for legacy purposes.

Many of our Baobab clients invest alongside our other funds — using Baobab as a foundation and Growth or Emerging Markets for appreciation. This structure mirrors how the baobab tree functions in nature: as the anchor around which everything else grows.

Fund TypeMulti-Asset
Risk ProfileMinimal
Min. Horizon9 Years
Min. Investment$1,000,000
CurrencyUSD / GBP
LiquidityAnnual
Management Fee0.6%
Performance FeeNone

Interested in Preservation?

Request Prospectus All Funds