Assisted Research: Multi Asset Strategies for Charity Funds MASCF50724 – Deadline: Friday 26th July 2024
A UK Insurance Charity is using CAMRADATA to run Assisted Research to review and source details of Multi Asset strategies across the industry that are available for charity funds. All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st March 2024.
Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:
| Asset Class | Multi Asset |
| Deadline | 26th July 2024 |
| Management Approach | Active |
| Geographical Focus | Global |
| Currency | GBP |
| Structure | Combination of Pooled / Segregated. Currently 80% is global equities,12% in bonds with other asset classes (alternatives and property) in pooled funds Performance Target: To grow at least in line with inflation (appetite for risk is medium to high) |
| Benchmark | Currently a combination of MSCI ACWI and FTA BritGovt Fixed All Stocks, plus some minor ones related to alternative and real estate assets |
| Size of Potential Mandate | Approximately £35million |
| Track Record | None specified at this point. |
| Additional Restrictions | No hard constraints |
| Additional Information | Please provide details of how the strategy put forward is suitable for charities and any relevant details in terms of how you are currently working with charity investors. |
| Stage | Initial Research |
Please submit relevant vehicle(s) to assistedsearches@camradata.com