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From the category archives:
Fund Legal Name: Newton Phoenix Multi-Asset FundManager: Phil Collins, BNY Mellon Asset Management
Initial Charge: 4.00%
AMC: 1.50%
Launch Date: 11 April 2003
IMA Sector: Cautious Managed
Performance YTD: -4.72%
Annualised Standard Deviation: 6.34%
Annualised Sharpe Ratio: 0.09
Aim: The fund aims to achieve long-term capital growth in excess of benchmark cash returns from a balanced portfolio diversified across a range [...]
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One of our contributors was asked to prepare a short presentation to compare and contrast two funds from the same IMA sector and chose:
Invesco Perpetual High Income; and
Jupiter Income Trust funds
both of which are in the IMA UK Equity Income sector.
You can download the presentation by clicking here (this is a MS PowerPoint file).
It is [...]
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One of the most popular sectors in recent years has been commodities and this fund from JPM has been used by many paraplanners and advisers, Fund Legal Name: JPM Natural Resources Fund
Manager: JP Morgan Asset Management
Initial Charge: 4.25%
AMC: 1.5%
Launch Date: 01 June 1965
IMA Sector: UT Specialist
Aim: The JPM Natural Resources Fund invests primarily [...]
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This week we review a new fund from 7IM.
Fund Legal Name: CF 7IM AAP Moderately Cautious
Manager: Seven Investment Management
Initial Charge: 4%
AMC: Class A: 1%, Class C: 0.50%
Launch Date: 27 March 2008
IMA Sector: Unclassified
Aim: CF 7IM AAP Moderately Cautious Fund aims to provide a total return, substantially by way of income though with some [...]
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Fund Legal Name: Multi Asset Platform: Conservative Portfolio
Manager: Frontier Capital Management LLP
Initial Charge: Up to 5%
AMC: A Share Class: 1.5% (including trail fees), C Share Class: 1.0%
TER: A Share 1.8%, C Share 1.3%
Launch Date: September 2005
IMA Sector: N/A
Offshore Fund Domiciled in the Cayman Islands.
Aim: The investment objective of the Frontier Multi Asset Platform [...]
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Manager: HSBC Investments
Initial Charge: 4%
AMC: 1.25%
TER: 2.49%
Launch Date: 30 November 2006
IMA Sector: Balanced Managed
Aim: The HSBC Open Global Return Fund aims to provide a high level of income by investing in a broad range of asset classes across global markets. The fund employs strategic asset allocation based on the Yale endowment model with a [...]
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Fund Legal Name: CF Arch cru Investment Portfolio
Manager: Arch Financial Products
Initial Charge: 6%
AMC: 1.3%
Launch Date: 07 May 2005
IMA Sector: Cautious Managed
Aim: CF Arch Cru Investment Portfolio is a multi-asset open-ended investment company that targets consistent returns with a significant focus on risk management. The Fund invests in both public market securities (equities, bonds, real [...]
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