ABOUT
TM Darwin Multi Asset Fund
IMA Sector: Mixed Investment 20 - 60% Shares (Previously Cautious Managed)
Minimum Initial Investment £1000
Launch Date 19th May 2011
Initial Charge 5%
Annual Management Charge 1.5%
TER 1.74% est.
Value: £11m
Income Units
Sedol number B5WN7Z5
ISIN GB00B5WN7Z51
Accumulation Units
Sedol Number B60VQ06
ISIN GB00B60VQ061
Darwin Multi Asset Fund
Aims to preserve and grow capital
Client’ objectives defined by outcomes:- absolute or real returns and risk of loss.
We believe we should minimize the risk and scale of absolute loss but that we must accept the risk of absolute losses in order to earn returns over time. In this sense the multi asset fund is not an absolute return strategy. It is focused on preserving capital first and foremost while maximising long term returns through a focus on real assets.
We seek to diversify the risk and volatility of those real assets and will use the full range of available assets subject to liquidity constraints. Fixed income assets are also an ongoing feature as they offer access to currencies and income returns and can help offset the volatility of the real assets in the portfolio.
In order to understand risk we focus on real world risks and how these effect the correlations of our exposures. At all times we try to avoid being overly exposed to unknown futures. We may have views but we know we are fallible and we do not know the future. We like to have a broad range of views which gives us the opportunity to let the odds work for us over time giving our clients a smoother ride. In an ideal world these views should not be overly correlated but we recognize that at times they will be.
Key Reasons Why
Committed
to preserve capital while earning attractive long
term returns.
-
Outstanding manager track
record.
-
Strategy which has beaten both
equity and corporate bonds in
bear markets.
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Outperformance of equities in
bull markets.
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Accessing full range of asset
classes in one vehicle to manage risk.
