Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at

James Hambro & Partners launches multi-asset fund

by Danielle Levy on Jan 22, 2013 at 10:09

James Hambro & Partners launches multi-asset fund

James Hambro & Partners is seeking to broaden its reach with the launch of a multi-asset fund for smaller clients.

The James Hambro Portfolio fund is managed by William Van Straubenzee and Charles Underwood, who are both partners at the boutique, which was founded by Jamie Hambro (pictured).

The Ucits fund will target between 30 and 50 holdings in direct securities and funds, and will have the flexibility to allocate across a range of asset classes. Underwood and Van Straubenzee are currently allocating around 70% towards equities, 15% in fixed income, with the remainder in alternatives and cash.

Partner John Langrish said the team felt the fund was a good way to offer clients that are below their minimum investment level of £1 million access to their multi-asset investment proposition.

‘It will be very similar in terms of giving clients the best investment in each asset class at an affordable price without needing an absolute minimum investment,’ he said.

He said it had been launched on the back of demand, but was unlikely to be marketed to the retail market more broadly in the near future.

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home

As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Investing for income in a changing environment

With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop

More about this:


On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet