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Fund Overview
The IM Matterley International Growth Portfolio fund is a UK based OEIC seeking to produce long-term capital growth through investing in a globally diversified portfolio of predominantly open-ended funds, excluding funds investing solely in the UK.
Core Strategy
- Provides clients with a managed exposure to global growth via fund of funds format
- Identification of leading third party fund managers from across the investment universe
- Common sense approach to asset allocation; benchmark aware, but not benchmark driven
- Ex UK exposure; the fund will not invest in funds that invest solely in the UK; the fund therefore offers investors a turn-key solution to achieving an exposure to the growth potential of international investment markets
- Leverages research capabilities of the Charles Stanley Collectives Desk; established 2003, 5 dedicated analysts and 5000+ funds in the accessible universe
| Key Details | |
|---|---|
| Fund Type | UCITS |
| Fund Managers | Shauna Bevan Stephen Peters |
| Launch Date | 13/03/2006 |
| Fund Size | £14.5m* |
| Benchmark | FTSE World ex UK Index |
| IMA Sector | Global Growth |
| Base Currency | Sterling |
| Dealing Frequency | Daily at 12 noon |
* as at 30/04/2011
Investment Process
- Bottom-up fund selection process: underlying fund positions are chosen according to our rigorous bottom-up selection process. An investment is only made after we have performed in-depth due diligence on the management's track record, investment process and risk management abilities. Process aims to identify both 'quality mangers' and 'future winners'.
- Top-down asset allocation process: the portfolio's geographic/asset class allocation is benchmark aware, but not benchmark driven. We use the FTSE World ex UK Index as a starting point, to ensure a level of global diversification, and then weight the portfolio to take into account our macro views; the resulting portfolio is geographically diversified but skewed toward undervalued markets.
- Portfolio construction: positions sized according to conviction; risk managed at the portfolio level.
Please see the Investment Process page for further information.