The Guernsey-domiciled fund began trading on 1st February 2012 and is capable of investing globally across multiple asset classes and securities, said the wealth manager.
RMG Real Return Fund, which has GBP13.1 million in AUM, targets positive returns regardless of the direction in financial markets and the investment process is based on identifying fundamentally attractive opportunities combined with a tactical overlay derived from market and sentiment analysis.
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Stewart Richardson, MG Wealth’s co-founder and chief investment officer, will manage the fund. He has an experience of 25 years in managing money of various firms.
The fund which is available in Sterling and US dollar share classes has weekly subscriptions and redemptions available and the minimum investment is 10,000 in both denominations. The appointed administrator is Butterfield Fulcrum Group and the fund’s custodian is Butterfield Bank.
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