Active fund management can add significant value to your
investment returns. But, how do you find a manager who will
consistently out-perform, irrespective of market conditions?
The solution lies in accessing great investment talent on a global
basis. By combining a select group of the most talented
managers to create a single multi-manager investment fund, you
can achieve greater diversification and superior performance for
your investments.
In building a fund portfolio, Bloxham will start by considering the
state of markets and taking a view on regional allocations. The
individual funds are assessed through rigorous quantitative and
qualitative screening procedures. The result is a combination of
long established funds with impressive track records as well as
smaller boutique funds with niche skills.
Common to all of the chosen funds is a target of extra return
without extra risk through a measurement called Alpha. Alpha
measures out-performance of the market which is independent of
the aggressiveness of manager style or of market movements. In
this way it evaluates a fund manager’s skill.
In addition to selecting funds with positive Alpha, different
investment styles have been mixed to reduce correlations
between managers. This approach should create an overall fund
which has neither a growth nor a value bias, enhancing the
likelihood of consistent out-performance and significantly
reducing risk.
Selected funds are actively monitored through performance
tracking and regular meetings with the fund managers. Where the
fundamentals of a fund change significantly, or funds do not meet
the required standards, they will be replaced. This active
approach seeks to continue out-performance prospects for your
investment.
Suitability
This approach is appropriate for conservative equity investors
seeking to spread risk while retaining the potential for outperformance. It is particularly suitable as a core holding due to its
regional diversification, style blend and focus on skilled managers.
Provider: Irish Life
- Personal Investments (Signature/Signature 2/Signature Saver)
- Personal/Executive Pensions (Complete Solutions and Navigator)
- ARFs and AMRFs / Self Administered Pensions (Complete Solutions)
- Buy Out Bonds
Provider: New Ireland
- Non Insured Group Schemes
- Self Administered Pensions (500,000 min.)
