Diversified Growth Funds – DGF783

Assisted Search DGF783
Deadline: Tuesday 19th January

A UK Consultant is using CAMRADATA Live to search for Diversified Growth strategies in order to create a buy list for their DB Pension Fund clients. 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 Tuesday 19th January.   

All funds being proposed must be listed in CAMRADATA Live, and returns must be up to date i.e. to 31st December 2020.

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.

Search Requirements

DeadlineTuesday 19th January 2021
Asset ClassDiversified Growth Funds
Geographical EmphasisGlobal
Performance TargetCash +3% p.a. – 5% p.a
StructurePooled vehicle preferred
Mandate Sizeaverage would be £5 million across client base although there would be larger mandates
Track Record5 years
AUMOver £250 million primarily made up of institutional investors
 Other Details
• Please comment on the ESG considerations within the fund
• Which investment platforms the fund is listed on;
• Comment on whether preferential fees will be offered for varying investment sizes.

To submit a fund please email info@camradata.com