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

View the article online at

Kestrel unveils global multi-asset fund for Ricciardi

by Emma Dunkley on Apr 16, 2012 at 14:18

Kestrel unveils global multi-asset fund for Ricciardi

Kestrel Investment Partners has launched a global multi-asset fund for former Iveagh asset allocation head John Ricciardi.

The launch of the Kestrel Global Portfolio, as first reported by Wealth Manager, sees the fund use the Dynamic Asset Allocation investment process created by Ricciardi around 20 years ago.

The process will enable Ricciardi (pictured) and assistant manager Max Royde to make asset allocation decisions based on relative levels of risk across asset classes on a global basis, with the aim of preserving capital when markets fall and participate when markets rise.

The Ucits IV fund has daily dealing and will use a range of investment vehicles, including bonds, exchange traded funds (ETFs) and direct holdings to gain exposure to a range of asset classes.

The vehicle has been launched with £25 million in assets.

Ricciardi left Iveagh last June, in order to head up the new investment management division of Kestral. The team comprises 11 members, including micro-cap fund specialist Royde.

At Iveagh, Ricciardi managed the Iveagh Wealth Fund as well as the firm’s dynamic risk-rated Core Portfolio funds.

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:

Look up the funds

  • Iveagh Wealth GBP Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us


On the road

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

Sorry, this link is not
quite ready yet