Fleming Family & Partners, a wealth manager has launched Global Select Equities, that has been designed with the aim to overcome the geographical and sectoral constraints seen in traditional, large capitalisation, actively-managed equity strategies.
Arthur Grigoryants, head of investments at FF&P, explained that the new fund was developed in response to the difficulty and expense of creating global large capitalisation exposure through portfolio manager selection.
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The fund’s constituent stocks are selected from among the most liquid 10% of listed stocks globally. From an initial universe of approximately 16,000, only 80 to 150 stocks will typically meet all of the required criteria. Through the use of qualitative analysis, a portfolio of the best 40-60 ideas is then selected.
The fund is accessible to both existing FF&P clients and other investors through a UCITS fund. For current clients, there is a performance fee of 15% but no management charge. Other investors will pay a base fee of 1% and the same performance fee as existing FF&P clients.
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