Bringing you live news and features since 2006 

Traded Policies Fund delivers 66.41 per cent over six years


Fund manager Managing Partners says its Traded Policies Fund’s US dollar-denominated institutional share class returned 66.41 per cent net of all charges over the six years to 30 June 2010.

The fund has never delivered a negative return in any single quarter over that period.

The fund also compared favourably to the AAP Life Settlement Index, which rose 8.73 per cent throughout 2007and 3.99 per cent in 2008 and fell 0.88 per cent in 2009.

The fund returned 7.30 per cent in 2007, 9.64 per cent in 2008 and 8.72 per cent in 2009.

The index tracks the performance of funds implementing an investment strategy in the US life insurance sector and serves as a benchmark for investments in traded US life insurance.

The fund’s GBP growth share class, which is suitable for UK retail investors, returned 8.87 per cent over the 12 months to 30 June and 31.13 per cent over the three years to that date, net of all charges.

The fund, which also offers institutional and retail share classes denominated in Sterling, Euro, Yen and Swedish krona, invests in traded life policies which are US-issued whole of life sold before their maturity date to allow the original owners to enjoy some of the benefits during their own lifetimes.

Jeremy Leach, managing director of Managing Partners, says: “The performance of the Traded Policies Fund shows that portfolios of traded life policies can indeed deliver steady, incremental returns, even in the harsh market conditions that we saw in the financial crisis. The fund could not have proved its worth in more difficult circumstances. That makes it an ideal inclusion to any portfolio where investors are looking to add stability.”

The fund is a fully-regulated Cayman Islands mutual fund that can be included in personal portfolio bonds, wraps and Sipps. The minimum direct investment in the fund is GBP35,000 (or currency equivalent) but the fund can also be accessed via insurance bonds or Sipps for GBP2,500.

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

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
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...
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