This unit trust portfolio is suitable for investors seeking medium to long term offshore exposure to a diversified, multi-asset portfolio of global investments with a focus on fixed income. The portfolio aims to be an alternative to offshore bank deposits. It will, therefore, be focused on controlling the level of downside risk to which investors are exposed, but may experience a degree of volatility in performance. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
Pyrford is a London-based boutique investment manager that was founded in 1991. As part of the firm’s evolution, Pyrford became a 100% subsidiary of the BMO Financial Group in 2007, but remains an independent asset management boutique and retains full autonomy to manage the business. Pyrford manages a concentrated suite of global strategies that includes an active global asset allocation strategy, which it has managed since 1994. The aim of the strategy is to deliver a stable stream of real returns with a focus on downside protection by adopting a quality and value-based approach that moves allocations flexibly and appropriately between the key asset classes – global equities, cash and sovereign debt. Pyrford has managed the Nedgroup Investments Global Cautious Fund since 1 July 2019.
29 October 2009
(ASISA) Global MA Low Equity
ICE LIBOR 1 Month
|Total Expense Ratio (TER)||1.54%|
|Total investment charges||1.62%|