Bringing you live news and features since 2006 

GAM’s Model Portfolio Service hits GBP 1bn milestone

RELATED TOPICS​

GAM’s Model Portfolio Service has reached GBP 1 billion in assets under management, as at 31 May 2017.

 The model portfolio range, launched in the fourth quarter of 2012, and managed by Charles Hepworth and James McDaid, is made up of five actively managed, risk-rated portfolios designed to match clients’ needs, be they conservative or growth-oriented.
 
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies. They aim to deliver consistent returns over the full investment cycle with limited volatility through diversification.
 
The most popular product of the range, GAM MPS Balanced Portfolio, aims to deliver a balance of capital protection and participation in equity market growth. Since inception on 1 October 2012, GAM Star Balanced – Institutional GBP Accumulation has delivered annualised returns of 8.3 per cent net of fees, as at 31 May 2017.
 
Charles Hepworth, investment director, says: “Our model portfolio range brings together the knowledge of the world’s top managers across a range of asset classes with our view of how markets and assets are performing. This combined expertise allows us to build portfolios that reflect the right levels of risk and return for our clients.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
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