Bloxham to launch global absolute return fund
Rob Langston, 01 September 2010
Boutique investment manager Bloxham is set to launch a global absolute return UCITS III fund in October, the Bloxham Midas Global Absolute Return Fund.
Four managers will use data to create a concentrated global equity portfolio of between 25 and 40 stocks, using long and short strategies.
The stocks will be located in five 'super' sectors, including: defensives, early cyclical, financials, late cyclical and technology.
Kevin McConnell, lead fund manager and director of investment strategy at Bloxham, said, 'The technical analysis model has been stress-tested over ten years and built to combat the worst market conditions evidenced post Lehmann Brothers collapse.
'The fund uses a variety of indicators and unbiased decision making to determine what to invest in globally. The use of cash further ensures the fund will offer low volatility.'
The boutique said it would maintain an average cash position in the fund of more than 35 per cent to reduce volatility.
The fund aims for a minimum return of up 8-10 per cent with volatility of less than 35 per cent of that of the S&P 500 index.
The annual management charge for retail investors will be 1.5 per cent. A performance fee of 10 per cent applies over a set hurdle rate, if it is not achieved no annual management charge or performance fee is paid.
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