A fund managers’ team who deliver alpha

Their latest comments and positioning

Dear Customers,

Our duty is to keep you updated with the most recent information from our selected Asset Managers regarding their views on current and future market conditions, as well as their current positioning and portfolio activity.

In these difficult period, we will try to communicate as regularly as possible whenever we deem it is relevant and insightful for you and your clients. We strive to be as close to you as possible by giving you this update.

Do let us know should you have any questions, related to those funds or any other in our list.

Funds investing in US Equity markets

While this actively managed, but fully invested fund has experienced negative returns in the recent period, the team of portfolio managers has nicely outperformed their benchmark, i.e the S&P 500 TR USD.

• Artemis US Extended Alpha : + 440bps, or -26% vs -30.4% for the benchmark
  (performance YTD as at 23.03.2020, clean fee share class )

They have performed in line with expectations, delivering the alpha in this extreme sell-off and we are happy to share with you their thoughts and actions taken