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.

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 Big City Bright Future

Big City Bright Future

Big City Bright Future, the brainchild of BlackRock, is a three-week work experience programme for school leavers looking to forge a career in the City.

Play Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Read More
Your Business: Cover Star Club

Profile: from Batman Live to commodity beta

Profile: from Batman Live to commodity beta

Charteris may be a family affair, but the company is not at any risk of turning sentimental

Wealth Manager on Twitter