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 Sector spotlight: how Harwood's Philbin is playing emerging markets

Sector spotlight: how Harwood's Philbin is playing emerging markets

Emerging markets have been a rollercoaster for investors, but amid the doom there have been have been bright spots, such as India. 

Play JP Morgan AM's Conte: why France is my biggest overweight

JP Morgan AM's Conte: why France is my biggest overweight

The European Smaller Companies trust fund manager is also finding opportunities within the European IPO market.

Brewin's Foster: running out of value with Sandy Nairn

Brewin's Foster: running out of value with Sandy Nairn

In this week's podcast, Guy Foster and Dr Sandy Nairn discuss caution towards the stretched valuations most stock markets today currently offer.

Your Business: Cover Star Club

Profile: CHI's bond supremo on liquidity and bond risk management

Profile: CHI's bond supremo on liquidity and bond risk management

'Some people have been extremely complacent about rate rise risk. Myself, I wish they would just get on with it.'

Wealth Manager on Twitter