Assisted Search: Multi Asset – Deadline: Thursday 15th February 2024

A UK Trustee Company is using CAMRADATA to run an Assisted Search to research Multi Asset strategies to allocate to accordingly for a taxable non-for-profit organisation.

All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st December 2023.  Please post any questions regarding this search to the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.

Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:

Asset Class:Multi Asset
Management Approach:Active / Passive
Geographical Focus:Global
Benchmark:4% income stream plus some growth. 
Fund Structure:Pooled, Pooled / Mutual
Performance Target:4% income and low water mark
Size of Potential Mandate:£130m total funds with a view to being split across 2 managers
Track Record:3 years
Any Restrictions / Hard Requirements :There are ESG restrictions, eg minimal income from vice, alcohol, armaments, heavily polluting fossil fuels or mining activity, oppressive regimes and other aspects
Any other data fields that need to be provided?:Full transparency on charging – please provide details of your fees on submission of the vehicle
Accepted Legal Fund Structures (e.g. UCITS, SICAV etc.):Open to proposals on this, presently a range of unit trusts. Will be reluctant to own any individual stocks or shares directly.Present portfolio is in accumulation units, hence need to change to income units. Income from this portfolio is now a requirement of the business going forward. ESG RI aspects also to benefit from improvement and refinement.
Timescale:Looking to assign mandate within 6 months