Assisted Search: Alternatives – Deadline: Thursday 22nd February 2024
A Wealth Manager based in the UK is using CAMRADATA to create a buy list across Alternative strategies as part of their ongoing research in the alternative market. All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st December 2023.
Please note: We no longer accept questions over email, please post any questions regarding this search onto the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.
Assisted searches are run on behalf of institutional investors with specific search requirements.
All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st December 2023. Please post any questions regarding this search to the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.
Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:
| Asset Class | Alternatives |
| Deadline | 22nd February 2024 |
| Management Approach | Active |
| Geographical Focus | Global |
| Hard requirement / structure | UCITs funds, preferably daily, but will consider weekly/monthly |
| Benchmark / Currency | Flexible – willing to consider all |
| Size of Potential Mandate | ~£20m |
| Requirements | 8% type volatility with good risk management; Not too big capital drawdowns; Slow consistent returns above cash, and preferably positive absolute returns when equities are down and daily traded/fees below 1% (preferably) on OCF |
| Timescale | Q1 2024 as part of their ongoing research |
Please submit relevant vehicle(s) to assistedsearches@camradata.com.