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 Sam Vecht: the best opportunities in frontier markets

Sam Vecht: the best opportunities in frontier markets

Blackrock's Vecht evaluates frontier markets and explains where he sees the opportunities

Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Your Business: Cover Star Club

Profile: meet the man building Towry into an £11bn giant

Profile: meet the man building Towry into an £11bn giant

As a former engineer who worked on Hong Kong International Airport, Rob Devey is not afraid of taking on major projects

Wealth Manager on Twitter