Tilney Bestinvest targets international advisers with Global Multi-Asset Portfolio fund range

02 June 2016
 

Tilney Bestinvest today announces the launch of a new suite of five risk-graded multi-asset UCITS OEIC funds, the IFSL Tilney Bestinvest Global Multi-Asset Portfolios (G-MAP). The launch will have a fixed price offer period of 100 U.S. cents per share from 1 June to 30 June. The G-MAP funds will be co-managed by Gareth Lewis, Chief Investment Officer, and Marcel Porcheron, Director, Investment Office.

Aimed principally at international investors and advisers servicing expats, the G-MAP range replicates the risk and goal profiles of the firm’s existing, long established £1 billion Multi-Asset Portfolio fund range but without their relative bias towards UK assets. As the G-MAP range has just been launched, it does not have any performance data, however the existing MAP range have each delivered significant outperformance over their ARC benchmarks over multiple timescales (see Appendix). The new G-MAP funds will be denominated in US Dollars and the intention is to shortly introduce currency hedged share classes for investors based in Sterling, Euro and Swiss Francs.

The funds will pursue an active and global approach to asset allocation with allocations to equities, fixed income, property, target absolute return funds and cash. The five strategies are Defensive, Income, Income & Growth, Growth and Aggressive. Also available to UK-based investors wanting a truly global approach, the G-MAP funds will be widely available on intermediary platforms. The funds are UCITs compliant and will be domiciled in the United Kingdom. There will be two share classes one for institutional and the other retail investors, with an Annual Management Charge of 0.75% and 1.5% respectively.

Gareth Lewis, Chief Investment Officer and co-manager of the funds at Tilney Bestinvest, commented:

“Through developing this innovative portfolio range, we are delighted to be able to offer a multicurrency range for clients of overseas advisory firms. In recent years we have developed a number of relationships with firms supporting overseas investors, many of whom are expats who felt there was a gap in the market for a truly global multi-asset fund range avoiding any bias to UK capital markets. Through G-MAP we are delighted to be able to roll out our rigorous asset allocation and fund selection process to a wider audience.”

-Ends-

Notes to Editors

Appendix – Competitive Investment Performance (Multi Asset Portfolios)

Name 2011 (1st Jan - 31st Dec) 2012 (1st Jan - 31st Dec) 2013 (1st Jan - 31st Dec) 2014 (1st Jan - 31st Dec) 2015 (1st Jan - 31st Dec) 3 Years 5 Years
IFSL TB Aggressive Growth I Acc -6.9 11.7 17.1 5.1 4.8 28.9 34.0
ARC Sterling Equity Risk PCI -5.9 10.1 16.1 4.1 2.1 23.4 27.8
Name 2011 (1st Jan - 31st Dec) 2012 (1st Jan - 31st Dec) 2013 (1st Jan - 31st Dec) 2014 (1st Jan - 31st Dec) 2015 (1st Jan - 31st Dec) 3 Years 5 Years
IFSL TB Growth I Acc -5.7 11.2 14.9 5.0 4.4 25.9 32.1
ARC Sterling Steady Growth PCI -4.2 8.9 12.5 4.7 2.3 20.4 25.6
Name 2011 (1st Jan - 31st Dec) 2012 (1st Jan - 31st Dec) 2013 (1st Jan - 31st Dec) 2014 (1st Jan - 31st Dec) 2015 (1st Jan - 31st Dec) 3 Years 5 Years
IFSL TB Income & Growth I Acc -4.3 10.4 12.9 5.8 3.6 23.8 30.7
IFSL TB Income I Acc -2.8 10.8 10.5 5.2 2.8 19.5 28.7
ARC Sterling Balanced Asset PCI -2.9 7.7 9.2 4.5 1.9 16.3 21.6
Name 2011 (1st Jan - 31st Dec) 2012 (1st Jan - 31st Dec) 2013 (1st Jan - 31st Dec) 2014 (1st Jan - 31st Dec) 2015 (1st Jan - 31st Dec) 3 Years 5 Years
IFSL TB Defensive I Acc -1.8 6.7 6.5 5.3 2.4 14.8 20.2
ARC Sterling Cautious PCI -0.5 5.8 5.0 4.0 1.3 10.5 16.3


Source: Lipper. Performance of Tilney Bestinvest’s Multi-Asset Portfolio funds with five year track records versus their Asset Risk Consultants benchmarks.

Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested.  Past performance is not a guide to future performance. This press release is not advice to invest or to use our services.

Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. We aim to provide investors with information to help them make their own investment decisions although this should not be construed as advice or an investment recommendation. If you are unsure about the suitability of an investment or if you need advice on your specific requirements, we strongly suggest that you consider professional financial advice.

The G-MAP funds invests in share classes or securities priced in currencies other than the fund’s base currency, therefore changes in exchange rates can contribute to the value of the investment going up or down.

The Portfolio is administered by Investment Fund Services Limited (IFSL), a subsidiary of Marlborough, one of Europe’s leading financial groups, who also act as the Authorised Corporate Director (or “ACD”) of the Open Ended Investment Company. This brochure is designed for general information only and should be read in conjunction with the following documents: The Prospectus and Key Investor Information Document(s) for the IFSL Tilney Bestinvest Multi-asset Portfolio Series II OEIC which contains details of full product information, including details of charges and risks associated with investing, copies of which are available on request or online at: www.ifslfunds.com

Press contacts:

Jason Hollands
0207 189 9919 / 07768 661382
jason.hollands@tilneybestinvest.co.uk

Gillian Kyle
0203 818 6846 / 07989 650 604
gillian.kyle@tilneybestinvest.co.uk

About Tilney

Tilney is a leading investment and financial planning firm that builds on a heritage of more than 150 years. The Tilney Group operates under the Tilney brand for Investment Management and Financial Planning and Bestinvest for execution-only investing. We look after more than £22 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.

We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.

We have won numerous awards including Best Fund Platform and Best SIPP Provider at the 2017 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.

Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.