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City Asset Management launches new Elite CAM funds share class


Discretionary manager City Asset Management (CAM) has launched a 0.7 per cent annual management charge on the Elite CAM Discretionary Portfolio funds.

These two multi asset sub funds offer either a cautious or balanced portfolio with a targeted return aimed at beating inflation as measured by the CPI index. 

The funds give investors access to discretionary risk rated multi-asset portfolios at a significantly lower investment threshold than would otherwise be possible.

The funds, a unitised version of CAM’s cautious and balanced portfolios, are managed by CAM’s research director James Calder, and are risk rated by Distribution Technology on a quarterly basis, to ensure they continue to sit within their risk profiles. Additionally, they are available on a number of platforms/wraps and are covered by Trustnet.

Helen Angove (pictured), CAM business development director, says: “For some time we have been concerned that investors with smaller amounts to invest have been unable to access the same level of diversification as larger ones in a cost effective way. We believe the Elite CAM Discretionary Portfolio funds provide the solution.  Following RDR, many advisers are looking to outsource investment management for their smaller clients on platforms where bespoke management is not available. 

“These risk profiled portfolios, with a minimum contribution of GBP1,000,  invest in a wide range of asset classes, according to where we are in an economic cycle and have the flexibility to include cash, bonds, property, equities, commodities and alternatives.  Whilst the inflation figure (CPI) over the last decade has been relatively benign, it has still outperformed the rise in the FTSE 100 over this time span.  We believe that investors at the very least want to maintain the value of their money in real terms, and traditional equity only markets have simply not delivered this result since the turn of the new millennium.

“We believe this product gives advisers a real alternative to multi-manager funds and should be a core holding for investors seeking the potential to generate long term real returns with lower volatility than equity markets. The Elite CAM portfolio is also an ideal vehicle for pension investors and a value-added holding for more sophisticated investors.”

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