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Schwab started nothing short of an investment revolution by offering customers access to a wide range of mutual funds with low or no transactions fees. Today we continue this tradition with Offshore Mutual Funds for our international customers.
Offshore Mutual Funds for International Investors
Schwab's Offshore Fund Programme is available to non-U.S. persons (who are resident in UK or Switzerland) and consists of a diverse selection of funds from many well-known fund families. Offshore Mutual Funds offer the following benefits to our customers:
Free from U.S. withholding tax on income earned on your investment and excluded from U.S. estate tax calculations1
Sales loads are waived to provide investors with greater investment value
Ability to invest in markets around the world through leading investment managers.
Investors should be aware that the value of your investments and their income can fluctuate. You could get back less than you invested. Investors should note that the changes in currency exchange rates can cause the value of your funds to go down or up. Please read this Important Information or call us to learn more.
Find the right funds for your portfolio with Morningstar Rating™
Morningstar®, a respected source of independent analysis, uses the same criteria to assess offshore mutual funds as U.S. mutual funds. It gives each fund a rating from one to five stars based on their risk and return potential. It’s easier than ever to search, compare, and find the right funds for your portfolio.
Visit our Offshore Fund Center for more details on the risk and advantages of offshore mutual funds and for a complete listing of offshore mutual funds available to UK residents.
For full details of fees and costs associated with offshore mutual fund investing, please call a Schwab representative.
All funds on this site are authorised for sale in the United Kingdom. Swiss residents please call a Schwab representative about the availability of specific funds in your country.
Diversification strategies do not assure a profit and do not protect against losses in declining markets.
1. Schwab does not offer tax advice except to suggest that you consider the impact of taxes and that you may want to consult with your tax advisor before making any offshore mutual fund investment. Rules on taxation can change at any time and the value to you of any tax benefits will depend on your tax position.
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