Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

DSP cuts the fee on Mottram's global equity fund

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.'

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
CIO Tapes 2: two warnings and a lot of optimism

CIO Tapes 2: two warnings and a lot of optimism

Our group of leading asset management CIOs see a lot of opportunities – and overseas investors are buying UK too

Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Read More
Your Business: Cover Star Club

Profile: Thomas Miller explains its post-restructure plans

Profile: Thomas Miller explains its post-restructure plans

Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things

Wealth Manager on Twitter