Segregated Funds
We run segregated funds specific to clients' needs. A specialist team is appointed to manage and service each individual mandate.
Please contact us for more information.
Examples of the type of strategies we manage are listed below
| Mandate | Benchmark | Outperformance Target |
|---|---|---|
| A | 100% iBoxx Overall Sterling Index. | 1.5% per annum (Gross) over a three year rolling period. |
| B | 70% Merrill Lynch Sterling Non Gilts All Stock Index, 25% FTSE UK Index Linked Gilts Over 5 year Index, 5% FTSE UK Gilts All Stocks Index. | 1% per annum (Gross) over a three year rolling period. |
| C | 50% FTSE Index Linked Gilts, 25% FTSE UK Gilts Over 15 years, 25% iBoxx Sterling Non Gilts Over 10 Years. | 0.65% per annum (Gross) over a three year rolling period. |