Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

James Hambro & Partners launches multi-asset fund

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 or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play JPM’s Negyal: Back divis to temper EM volatility

JPM’s Negyal: Back divis to temper EM volatility

Omar Negyal, co-manager of the JPMorgan Global Emerging Markets Income trust, says a dividend approach to emerging markets reduces the volatility of investing in the asset class.

Play WMR: Why Russia will lose this war

WMR: Why Russia will lose this war

Author and journalist Adam Lebor believes a perfect storm is brewing when it comes to the Russian economy. .

Play WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

Chief economic adviser to London mayor Boris Johnson outlines the geo-political risks in Asia and explains why the risk of another eurozone crisis must not be underestimated.

Your Business: Cover Star Club

Profile: 'new normal' now is as dangerous as when it was applied to tech

Profile: 'new normal' now is as dangerous as when it was applied to tech

7IM's CIO Chris Darbyshire says he has been re-energised by his new role, but has little time for 'new normal' doom-mongers

Wealth Manager on Twitter