Assisted Search: Diversified Growth Funds
Deadline: Wednesday 16th July 2025
A UK Investment Consultant is using CAMRADATA to create a buy list across Diversified Growth Funds. The most successful managers will be buy-rated and form the roster of funds to be used for new DGF mandates over the next year. To be eligible, Successful managers will need to be available on Tuesday 2nd September 2025 or Thursday 4th September 2025.
All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 30th June 2025
Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:
| Asset Class: | Diversified Growth Funds (DGF) |
| Suitability: | Suitable for UK defined benefit and/or defined contribution pension schemes |
| Currency: | GBP Share Class |
| Structure: | Pooled Fund |
| Track Record / Establishment: | Fund to be over £50m and 3 years track or more advantageous |
| Client Base: | Fund should have at least ten investors with the largest client holding no more than half the fund |
| Performance Target: | At least SONIA 3.5% or inflation +3.5% |
| Other Requirements: | The fund must be able to accept mandates of £1m. IF the minimum size of acceptable is lower, this will be to the managers advantage |
| Questionnaire: | Please fill out the additional excel questionnaire If you’re unable to download the questionnaire, please contact us directly for assistance. |
Please submit relevant vehicle(s) to assistedsearches@camradata.com