Diversified Growth Funds – DGF1805
Diversified Growth Funds
Assisted Search DGF1805
Deadline: Friday 18th May 2018
A UK investment consultant, specialising in advice to the trustees and sponsors of UK pension schemes, is running a search in CAMRADATA for a Diversified Growth Fund to create their buy list.
A key component of this particular search is that the vehicle being proposed has a low correlation to equity markets, but has achieved its objective. Please can you submit a paragraph to evidence that this is the case and also a view as to how your offering will perform in turbulent markets. All funds being proposed must be listed in CAMRADATA Live, and returns must be up to date i.e. to 31st March 2018.
If you would like to put a vehicle, or a number of vehicles, forward for this search, then you must, in the first instance, contact me with the name of the vehicle that you would like to propose by Friday 18th May 2018.
We no longer allow questions via email. 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.
|Friday 18th May 2018
|Diversified Growth Fund
|Pooled Funds only – GBP Share Class Only with the offering being open to new investors
It is imperative that the offering is available on the Mobius Platform. Vehicles not on the platform cannot be considered.
|Track record / Establishment
|The Fund should have institutional investors with assets over £200m and have a track record of 36 months or more. A shorter track will not be considered
|Your fund should have at least ten institutional investors with the largest client holding no more than 25% the fund.
|At least LIBOR +4 or 5% or inflation + 4 or 5%. Funds with LIBOR +3% (or less) will not be considered.
|The fund should be able to accept mandates of £3m or lower.
|EXTRA INFORMATION REQUIRED
|If you are proposing a vehicle for inclusion please supply CAMRADATA additionally with:
· A paragraph to evidence that this is the case and also a view as to how your offering will perform in turbulent markets.
· Please also outline what percentage of the vehicle invests in equities as at Dec 2017.
· Confirmation that the offering is available on the Mobius platform.