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Sorry, but it sounds like you are quoting straight out of the financial advisers hand book. Worse it seems to be the clique's section. My personal experience is that funds will give very mediocre results and worse almost immediately adjust their returns based on current investment returns...

I would be of the opinion that you can use your current trust to hold equities. The equities risk is the same as your business shares as long as neither the business shares nor the equities have any loan exposure. If you were to get into margin loans than I would strongly suggest that another...