Wealth Manager - the site for professional investment managers
Virtual Portfolio | Print page
Total Returns on £1000 over
Discrete performance % over
Discrete performance over
To achieve long-term capital growth through investment in international quoted securities & unquoted holdings.
The Trust is self-managed. Contract terminable on notice periods of between 1 & 3 months. Fee structures within the long-only equity funds, whether structured as segregated accounts or otherwise typically involve a 1% p.a. management fee with a relative performance fee. The hedged equity funds are slightly higher typically a 1% to 2% management fee and a 20% performance fee. Private equity fees are structured differently and will usually have a 1% to 2% annual charge as well as a 20% carried interest above an 8% hurdle.