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.

Winton expands long-only range with double launch

Winton expands long-only range with double launch

Winton Capital Management is seeking to replicate the success of its flagship global equity fund with two launches.

The group has launched North American and European long-only equity funds, which will be managed in a similar way to the $700 million Winton Global Equity fund, which uses a mathematical, analysis-driven process.

The Winton European Equity fund aims to outperform the MSCI Europe index over five years. There is a minimum investment of €1 million for the Z-share class, which has no management fee with a 20% performance fee.

The Winton US Equity fund aims to outperform the benchmark S&P 500 over the longer term and has the same fee structure.

The flagship Winton Global Equity fund has returned 43.6% since launch in December 2010 to the end of March, in line with a 43% rise by the MSCI World index. Last year the fund returned 29.8% net of fees.

As of February, Winton Capital Management had assets under management of $24 billion, making it one of the largest hedge fund groups, and founder David Harding has been vocal over his plans to expand into investment management.

Winton earlier this year hired hedge fund star Stephen Stonberg from Brevan Howard as a senior adviser.

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 Mark Barnett - part 2: why I'm not buying Lloyds

Mark Barnett - part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Play Wealth managers reveal the best investment ideas of the year

Wealth managers reveal the best investment ideas of the year

From robotics to impact investing, wealth managers share the best ideas they have heard this year.

Play Baillie Gifford's Earnshaw on Xi Jinping's 'new era'

Baillie Gifford's Earnshaw on Xi Jinping's 'new era'

Sophie Earnshaw talks through what Xi Jinping's 'new era' means for investors. and why Chinese tech offers some of best growth stocks in the world.

Read More
Your Business: Cover Star Club

Profile: JM Finn on why the future is with financial planners

Profile: JM Finn on why the future is with financial planners

There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive

Wealth Manager on Twitter