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DSP cuts the fee on Mottram's global equity fund

by Eleanor Lawrie on Jan 06, 2014 at 10:44

DSP cuts the fee on Mottram's global equity fund

Dalton Strategic Partnership has cut the investment management fee on Nick Mottram's top quartile Melchior Global Equity fund from 0.75% to 0.25% per annum, a move it said would offer alpha at the rate of a passively-managed fund.

The fund, which uses a bottom-up, stock-picking approach, will also have its total expense ratio capped at 40 basis points.

The Melchior Global Equity fund ranks as the 10th best performer out of 153 funds in the IMA Global peer group since its launch in August 2010, delivering a net return of 56.16% against a peer group average of 38.78%, the group said. 

’I designed and implemented my investment process back in 2000, since when it has been tried, tested and proven to work through some of the toughest market conditions,' Mottram, former global head of research at Schroder Investment Management, said.

'It is a simple method of investing; we know what drives share prices over time, and how to find companies with the right characteristics.'

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