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Quilter Cheviot’s Manchester head on the North West opportunity
by Danielle Levy on Feb 28, 2013 at 13:39
Against this backdrop, Rothburn remains positive on equity income and expects that if markets continue to trend upwards, long-only equity funds will help to drive performance.
While money is run on a bespoke basis, the firm’s medium risk model portfolio – which is based on the same centralised research and asset allocation – has posted an annualised return of 6.5% since the strategy was launched in 2005. Over three years the strategy is up 29.8% versus a 25% rise by the IMA Mixed Investment 40-85% shares sector.
However, the office head is quick to stress that investment managers must never lose sight of the central goal: protecting and growing assets above inflation.
‘Our first principle here is keep it safe. We are a bit boring or may be a bit near benchmark, but I don’t apologise for that, so long as we are making our best efforts to beat the battle against inflation.
‘But always bear in mind that you can’t afford to drop the ball,’ he said. ‘That is the essence of what we are doing. It is a more humanised situation.’
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