Wealth Manager - the site for professional investment managers

Register for full access to Citywire’s Fund Manager database, news and analysis. 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 Investment Pulse: the highs and lows of 2014

Investment Pulse: the highs and lows of 2014

This week's Investment Pulse looks back at some of the biggest stories of the year as well as looking forward to 2015.

Play Inside ETFs: Why the US bull-run still has legs

Inside ETFs: Why the US bull-run still has legs

Global equities suffered a sharp sell-off in the third quarter but exchange traded fund investors are continuing to back the US to outperform in 2015

Play Paul Niven: I won't rip up the Foreign & Colonial Trust history book

Paul Niven: I won't rip up the Foreign & Colonial Trust history book

The newly appointed manager of the Foreign & Colonial trust talks about his plans for UK's oldest investment company.

Your Business: Cover Star Club

Manchester wealth firm hires Coutts director for London launch

Manchester wealth firm hires Coutts director for London launch

Former Coutts director Tony Robinson has joined Chartered Wealth Management to head the company’s newly opened London office.

Wealth Manager on Twitter