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BRIC Fund
Capitalise on the
emerging markets of Brazil , Russia , India and China (BRIC) with this highly
focused fund from HSBC
The Fund manager pursues a unique approach to dealing with some of the
challenges of emerging markets by using active quantitative techniques
to outperform the MSCI BRIC Index in relative terms through a
combination of country allocation, stock selection and
exposure
management.
BRIC country allocation depends on SINOPIA's proprietary valuation model
signals with an allocation of 10% minimum, 50% maximum per country.
Stock valuation is based on SINOPIA's earnings momentum scoring method
with the
“active portfolio” of overweight/underweight positions
represent a maximum of 20%. The portfolio is expected to contain a high
number of stocks (70-120 holdings with around 100 on average) with a
particular emphasis given to maximising liquidity and minimising trading
costs.
Full Details |
BRANDEAUX
STUDENT ACCOMODATION FUND
Now In Its
8th Successful Year
Delivering consistent year on year
performance in an asset class totally uncorrelated to the
equity markets
Investment Strategy
• Annual rent increases.
• Bad debts low - typically under 1%
• Occupancy high - typically 98%.
• Contracts either with the university or direct-let to students.
• Increasing number of overseas students;many demand premium
accommodation.
• In most UK cities, demand for quality student accommodation far
exceeds supply.
Full Details |
GAA
‘Q’ Fund
"Q" Fund each month seeks to forecast the following
month’s top performing stocks across more than 52 stock markets
worldwide.
To do this, it utilises a proprietary ‘quant’ mathematical
model which relies on the structured processing and interpretation of
universal stock data and forecasting on more than 38,000
different
individual stocks.
More than 16 different variables and weightings are allocated to each
stock by the ‘quant’
model to determine the most likely stocks to
perform each month.
The stock selection model eliminates
human emotional bias.
+38.44 %
in 2007
This fund continues its robustness and is we believe worthy of
inclusion in all portfolios
Full Details |
JPM Natural Resources Fund
The JPM
Natural Resources Fund lets you tap into the global bull market in
commodities – while providing crucial portfolio diversification.
• JPM
Natural Resources Fund allows investors to
access the potential long-term uptrend in global
natural resources
• Focuses on uncovering developing natural
resources companies
• Effective diversification within a portfolio as low
correlation with other asset classes
• Highly diversified – investing in gold, mining and
energy sources
• Highly respected and successful manager
Full Details. |
