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Assisted Searches

For institutional investors with very specific manager search requirements, we run assisted searches on their behalf. This service is free of charge for institutional investors.

CAMRADATA’s global reach, the speed of the process and ability to deliver results were clear benefits to the Assisted Search.
Compre Group 

CAMRADATA Assisted Search added a new dimension to our tender process. We were able to narrow the field in terms of the service we were after and gain interest from a wide range of market participants. A bonus was the help we received in coordinating a presentation day and providing a central neutral location at which to meet.
Peter Beaumont-Finance Director, Cornish Mutual


     

 

 

Recent Searches

DGF Funds - CDGF1333

Author: Lucy Massey/Friday, August 04, 2017/Categories: Assisted Searches

DGF Funds

Assisted Search CDGF1333

Deadline: Wednesday 23rd August 2017

 

A UK Consultant is running a search in CAMRADATA for DGF strategies. They are reviewing current ratings on DGF products and ensuring that appropriate funds are not being missed. The most successful managers will be buy rated and form the panel of funds to be used for new diversified growth funds mandate searches that the consultant is appointed to conduct over the next year.

 

All funds being proposed must be listed in CAMRADATA Live, and returns must be up to date; where possible to June 2017. If you would like to put a vehicle, or a number of vehicles, forward for this search, then please contact me with the name of the vehicle that you would like to propose and detailed information to be available by Wednesday 23rd August 2017. Please post any questions regarding this search onto the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quick as possible.

Assisted searches are run on behalf of institutional investors with specific search requirements. You are able to participate in this and all other Assisted Searches if you subscribe to CAMRADATA Live.

CDGF1333 SEARCH: SUBMIT FUND HERE>>

Deadline

Wednesday 23rd August 2017

Asset Class

Diversified Growth Funds

Management Approach

Active

Structure

Pooled funds only will be considered

Currency

Must offer a GBP share class. Other share classes will not be appropriate.

Track Record

Min 3 years

Fees

· Maximum annual management charge of 1% pa

· Minimum fee (if any) < £20,000 pa

Potential Mandate

Must accept mandates of £2 million or below, though we may have mandates up to c£8 million ( take out comma here that is on original)

Fund Size

£50m min

Notes

Please ensure returns to 30 June 20-17 are input on CAMRADATA and that you have also completed the performance objective field

PLEASE PROVIDE ME, IN AN EMAIL, WITH:

· Annual management fee

· Minimum fee

 

CDGF1333 SEARCH: SUBMIT FUND HERE>>

 

 

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