Diversified Growth Funds – DGF784

Diversified Growth Funds

Assisted Search DGF784

Deadline: Friday 11th June 2021

A UK investment consultant, specialising in advice to the trustees and sponsors of UK pension schemes, is running a search in CAMRADATA for Diversified Growth Funds. If you would like to put a vehicle, or a number of vehicles, forward for this search then you must contact me with the name of the vehicle(s) that you would like to propose by Friday 11th June 2021, with detailed information to be available by Friday 18th June. Successful managers will be invited to attend a selection process by video conference on either 1st or 2nd of July.   

All funds being proposed must be listed in CAMRADATA Live, and returns must be up to date i.e. to 31st March 2021.

Please note: WE NO LONGER ACCEPT QUESTIONS OVER EMAIL. Please post any questions regarding this search onto 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. You are able to participate in this and all other Assisted Searches if you subscribe to CAMRADATA Live.

DeadlineFriday 11th June 2021 for the submission of the Fund name. 18th June for the provision of detailed analysis.
Asset ClassInstitutional Diversified Growth Fund. Defined benefit and/or defined Contribution
StructurePooled Fund Available – GBP Share Class Set Up – Fund open to new investors
Track Record / EstablishmentThe Fund should be over £50m and a track record of 12 months or more will be advantageous.
Client BaseYour fund should have at least ten investors with the largest client holding no more than half the fund
Performance Target At least LIBOR +4 or 5% or inflation + 4 or 5%. Funds with LIBOR +3% (or less) will not be considered. Please ensure this field is completed in CAMRADATA Live.
InvestmentThe fund must be able to accept mandates of £5m. If the minimum size of acceptable mandate is lower, this will be to the manager’s advantage. We are keen to hear whether smaller initial investments will be accepted, either as standard or as a one-off consideration.

Environmental, Social and Governance
Please demonstrate the ESG considerations for the Funds. If all the relevant information is included in the firm level ESG report on CAMRADATA Live, please let us know.
Investment PlatformsPlease state which investment platforms are hosting your Diversified Growth Funds.
Fee levelFor the provision of services appropriate for defined contribution schemes we are interested in Funds that have a TER of 0.75% pa or less. However, for DB mandates we will consider funds with fee levels that are above this level but no more than 1%pa. The chosen managers will be required to offer preferred terms for investments via platforms where more than one scheme is investing via the same platform i.e. apply a group discount to standard terms.
Additional informationPlease complete the attached spreadsheet when submitting your fund(s).

To submit a fund please email me at assistedsearches@camradata.com