The Freedom Fund Unit Trust and McOttley Unit Trust Funds (McTrust) are open-ended balanced unit trusts established in 2010 and 2014 respectively and licensed by the Securities and Exchange Commission as Collective Investment Schemes to provide income, liquidity, and capital preservation with the prospect of long-term capital appreciation. They are designed for and publicly offered to investors seeking to obtain exposure to a well-diversified investment portfolio comprised primarily of equities and fixed income securities.

Following the revocation of the license of the previous manager of the Freedom Fund and McTrust, Ashfield Investment Managers was appointed to turn around the Funds and steer them towards the path of Sustainability, Liquidity, and Improved yield for all Unitholders.