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DFM to close ‘stellar’ in-house fund over conflicts of interest

DFM to close ‘stellar’ in-house fund over conflicts of interest

Tavistock, the new owner of Sterling McCall Wealth Management, is to shut an internal fund of funds so that its discretionary fund managers do not allocate to their own products.

Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 6.7% (31 August 2011 - 31 August 2014)
Total Return Standard Deviation Max Drawdown
1 of 17

GAM Diversity II GBP Open

16.4%

1.2

-3.1%

2 of 17

VT icf Absolute Return F Acc

14.9%

1.0

-2.4%

3 of 17

VT TC Absolute Return Portfolio Acc

14.3%

1.4

-3.8%

4 of 17

Elite Hasley Specialist Portfolio I Inc

14.0%

1.0

-5.3%

5 of 17

Absolute Insight (NURS) FP Acc

10.4%

0.5

-1.4%

6 of 17

CS (Lux) Prima Multi-Strategy Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

9.6%

0.8

-2.3%

7 of 17

Goodhart Partners Horizon Target Ret A GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

9.5%

0.8

-1.9%

7 of 17

Scottish Widows HIFML Abs Return 1

9.5%

0.6

-1.5%

9 of 17

Goldman Sachs Dynamic Alt Strat Pf OCS GBP-H

Currency exposure is hedged

Currency exposure is hedged

8.9%

1.0

-2.8%

10 of 17

Henderson MultiManager Absolute Return Ret Acc

8.3%

0.8

-2.0%

11 of 17

Pictet Select-Callisto-HR GBP

7.8%

0.8

-2.6%

12 of 17

Elite Hasley Tactical Growth Portfolio Inc

7.2%

1.3

-2.8%

13 of 17

FP CAF Alternative Strategies A Acc

6.1%

0.6

-2.7%

14 of 17

IFSL Acumen Defensive Ptfl A Ret Acc

5.6%

1.0

-3.4%

15 of 17

CF JOHIM Alternatives A

4.5%

1.0

-2.7%

16 of 17

The Hurdle GBP

-0.1%

1.0

-5.9%

17 of 17

Russell IC IV Abs Rturn Eq A Acc

-1.9%

0.5

-3.4%

Funds with less than 36 months history are below. View 1 month performance

Barclays Weekly Hedge A EUR Cap (GBP)

BNY Mellon Absolute Insight E Acc Hdg

CS (Lux) Prima Growth Fund FBH GBP

FP Octopus Global Strategies B Acc

Morgan Stanley Liquid Alpha Capture IH GBP

Sanlam Fund of Alternative UCITS A GBP

White Fleet - Casteel Diversified Fund R

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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