Bringing you live news and features since 2006 

bridport launches funds investing in ETFs


Jersey-based investment manager bridport has launched a range of funds which aim to provide a positive level of return, irrespective of underlying market conditions.

Jersey-based investment manager bridport has launched a range of funds which aim to provide a positive level of return, irrespective of underlying market conditions.

Investors will be able to select from six individual funds, each of which will follow the same investment strategy, but with differing levels of overall risk.

The funds will invest predominantly in exchange-traded funds, which mirror the performance of market indices, thereby helping to reduce both the trading costs and the risk of market underperformance normally associated with traditional investment management techniques.

The funds will be able to invest in any of the world’s major equity, bond, property, commodity and cash markets, and asset allocation changes will take place on a monthly basis.

The investment strategy will be dictated by a continual assessment of risk and return data for each of the markets mentioned above, with the aim of ensuring that investments are only made in assets which are actually showing positive ongoing returns at any point in time.

bridport’s Jason Jones, the investment manager for the funds, says asset allocation is the single most important factor in determining a fund’s performance, as evidenced by numerous academic studies which have shown that it often accounts for over 90 per cent of a fund’s long term return.

‘However, when one analyses the long term make-up of many ‘actively managed’ funds, one sees very little change in the asset allocation policy adopted, regardless of changes in market conditions,’ he says.

‘Instead, there appears to be a slavish devotion to largely replicating the fund’s benchmark weighting, even in times of dramatic market declines. Ultimately, one has to ask whether these funds are being managed in the client’s best interests – or whether the fear of underperforming means that the manager is happy to accept that they will succeed or fail with the herd.’

As a result of the liquidity of their underlying investments, there is no cap on the size of any of the funds offered by bridport although there is a minimum investment of GBP10,000 with a minimum top up of GBP5,000.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by