KAM Multi-Manager
The KAM Multi-Manager service is designed to maximise potential returns whilst diversifying risk. The service structures a portfolio for you by investing in a broad range of funds, typically 10-25. You can choose between a number of investment mandates, based on your investment objectives and portfolio size.
The KAM Multi-Manager service is underpinned by Funds Research. The funds are generally chosen via a thorough screening process, combined with interviews with the managers of those funds and close ongoing contact. The ongoing monitoring process is vital to future investment returns: underperforming managers can be replaced quickly, where appropriate.
The investment options available are:
Cautious
Aims to produce a steady level of total return. Income is payable if required.
Balanced
Aims to produce above average total return. Income is payable if required.
Growth
Aims to produce above average capital growth. There is no income requirement.
Absolute Cautious
Seeks to produce positive absolute returns, over the medium-term, above those available from cash deposits. Income is payable if required.
Absolute Return
Seeks to produce positive absolute returns, over the medium-term, above those available from cash deposits. There is no income requirement.
Absolute Aggressive
Seeks to produce positive absolute returns, over the medium-term, significantly above those available from cash deposits. There is no income requirement.
Risk factors
- The value of your Multi-Manager investments and the income from them may vary and you may realise less than the sum invested
- There can be no guarantee that the underlying funds or Multi-Manager service will achieve their investment objectives
- Some funds invest in securities that are not sterling denominated in, leading to fluctuations in the portfolio value due to movements in exchange rates
- Closed-ended funds may trade at a discount to their net asset value for prolonged periods of time
- Closed-ended funds may borrow to invest, thus adding to their overall level of risk