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The Elite Fitzwilliam OEIC
Fund of funds seek to solve these fundamental issues:
- Asset allocation strategy is a key determinant of returns and requires active management
- Investors are often bewildered by choice across the investment landscape
- Past performance is a poor guide to selecting funds - it cannot be used to guarantee future performance.
For many investors, fund of funds can provide a solution to these issues by providing one actively managed fund which holds within it a diversified portfolio of underlying funds. This offers a number of distinct advantages over direct investment in individual funds.
The Elite Fitzwilliam fund of funds seek to deliver value through asset allocation, fund selection and risk management.
Specifically, they offer the potential for diversification and more precise risk control, utilising in-depth research to back the most successful fund managers across a variety of sectors and investment styles.
In addition to the advantages of active management, fund of funds can benefit from negotiating institutional rates on both initial and annual management fees of the underlying funds.
Where clients are subject to Capital Gains Tax there is also a benefit as the fund of funds manager can reposition the portfolio without incurring any tax liability for the unit holder.
Please see our latest fact sheet attached as a pdf below
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All rights reserved. Fitzwilliam Asset Management Limited is authorised and regulated by the Financial Services Authority. Please note that not all of the services and investment products mentioned on this web site are regulated by the Financial Services Authority.
