Dalton Strategic Partnership launches European Absolute Return fund
Jennifer Lowe, 13 January 2010
Global investment specialists Dalton Strategic Partnership has revealed details of the upcoming launch of the MST European Fund.
The fund, which will be a sub-fund of the Luxembourg SICAV Melchior Selected Trust, will aim to deliver positive absolute returns, uncorrelated to equity or bond markets.
Managed by Leonard Charlton, a former Goldman Sachs trader, the MST European Fund will follow the same investment approach as his current hedge fund, the Melchior European Fund. Launched in October 2006, that fund achieved a positive return of +8.01 per cent in 2007, +6.26 per cent in 2008 and +4.29 per cent in 2009.
The MST European Fund marks the first time the long/short investment capabilities of Leonard Charlton will be available to investors in a regulated product.
The new Fund will use the full UCITS III powers including leverage and derivatives to replicate the strategy employed by the Melchior European Fund. It combines a fundamental approach to selecting long and short positions, with an active trading overlay.
The Fund will comprise 30-60 positions, normally in individual European stocks and will typically operate within a net exposure range of +/- 20 per cent. Gross exposure will normally be between 80 per cent – 150 per cent.
Charlton, said, ‘I am excited to be launching this new UCITS III fund. DSP has proven experience of marketing and managing UCITS funds and I believe that the MST European Fund will be a welcome addition to the existing range of long-only funds offered within the Melchior Selected Trust.
‘2010 will see a more choppy and challenging market environment which will be well-suited to my flexible style of investing. My approach is ideal for investors who seek positive returns with a low level of volatility.’
The fund has a minimum investment of US$10,000 and an annual management fee of 2 per cent.
Advertisement
Spread Trading. New from Halifax Share Dealing
£100 credit when you open five trades within 60 days – terms apply. Spread Trading is not for everyone please ensure you understand the risks as you may lose more than your initial deposit. Click here for more information.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.