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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 : 2.3% (31 August 2013 - 31 August 2014)
Total Return Standard Deviation Max Drawdown
1 of 22

GAM Diversity II GBP Open

5.9%

1.4

-3.1%

2 of 22

Pictet Select-Callisto-HR GBP

5.5%

0.8

-1.5%

3 of 22

The Hurdle GBP

4.6%

0.8

-1.3%

4 of 22

CS (Lux) Prima Growth Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

4.4%

1.3

-4.1%

5 of 22

Elite Hasley Specialist Portfolio I Inc

4.3%

0.7

-0.9%

6 of 22

CS (Lux) Prima Multi-Strategy Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

4.3%

0.8

-2.3%

7 of 22

Goodhart Partners Horizon Target Ret A GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

4.2%

0.5

-1.0%

8 of 22

IFSL Acumen Defensive Ptfl A Ret Acc

3.7%

0.8

-1.1%

9 of 22

FP CAF Alternative Strategies A Acc

3.7%

0.5

-0.8%

10 of 22

Goldman Sachs Dynamic Alt Strat Pf OCS GBP-H

Currency exposure is hedged

Currency exposure is hedged

3.6%

0.9

-2.0%

11 of 22

Absolute Insight (NURS) FP Acc

2.9%

0.3

-0.2%

12 of 22

Scottish Widows HIFML Abs Return 1

2.6%

0.4

-0.4%

13 of 22

Elite Hasley Tactical Growth Portfolio Inc

2.6%

1.4

-2.5%

14 of 22

White Fleet - Casteel Diversified Fund R

2.4%

0.9

-2.7%

15 of 22

VT TC Absolute Return Portfolio Acc

2.1%

1.1

-3.8%

16 of 22

VT icf Absolute Return F Acc

1.9%

0.6

-1.1%

17 of 22

FP Octopus Global Strategies B Acc

1.4%

0.5

-0.7%

18 of 22

Henderson MultiManager Absolute Return Ret Acc

1.4%

0.5

-0.5%

19 of 22

CF JOHIM Alternatives A

1.1%

0.4

-1.1%

20 of 22

Russell IC IV Abs Rturn Eq A Acc

-3.2%

0.5

-3.2%

21 of 22

Sanlam Fund of Alternative UCITS A GBP

-5.1%

1.6

-7.6%

22 of 22

Barclays Weekly Hedge A EUR Cap (GBP)

-5.7%

1.0

-6.2%

Funds with less than 12 months history are below. View 1 month performance

BNY Mellon Absolute Insight E Acc Hdg

Morgan Stanley Liquid Alpha Capture IH GBP

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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Legg Mason shuts Permal absolute return fund

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