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THS Partners launches new investment platform


Taube Hodson Stonex (THS Partners), the independent fund management partnership, has launched a new investment platform.

This incorporates the creation of “X-Class” shares for its flagship GBP585m International Growth and Value Fund (IGV). It is the first time in the manager’s 20 year history that individual investors and wealth managers will have the opportunity to directly access a THS fund.
Authorised by the FCA, the new “X-Class” shares will initially be available to retail and institutional investors online via the THS website and Interactive Investor platform. The fund is expected to be rolled out across additional investment platforms over the coming months.
The IGV fund was launched in 1999. Using a bottom up stock picking approach, the fund invests in international equities with principal emphasis on the UK, Continental Europe, North America and Japan, but a proportion of assets can be invested in other areas. The fund is not managed against a benchmark but has achieved significant returns for investors against the MSCI World Index, outperforming by 3.7 per cent p.a. since inception, after fees.
THS launched this platform to meet the growing need among investors for a high quality asset with a transparent and straight-forward fee structure. The asset management industry and investment landscape have changed markedly in the past decade; interest rates are lower, returns across the sector are lower, technology has the capability to lower costs and yet many managers retain fee structures that were put in place 20 years ago.
Cato Stonex (pictured), founder and fund manager at Taube Hodson Stonex, says: “The reputation of the sector as long-term custodians of wealth is under increasing scrutiny and UK and European-based asset managers need to respond accordingly. Numerous US active managers have reduced fees to meet client demand yet returns for the average European investor are consistently undercut through higher charges. Even an annual management fee of 1.25 per cent – a rate adopted by some of the lower-cost managers – is proven to significantly drive down returns when applied on a compound basis.
“This launch marks a critical evolution in our business and we are pleased to make our funds directly available for the first time, particularly through a technology platform accessible at anytime, anywhere in the world. Our clients understand and appreciate our approach; that high conviction, long term growth and value investment is the way to consistently beat inflation and the market. We are confident that this investment strategy, combined with a balanced fee proposition is critical in forging long-term relationships with investors of all sizes.”

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