IFSL Barclays RADAR Fund

  • Overview


    A multi-asset global macro fund

     

    Key Facts


    Why an absolute return fund? The fund targets positive absolute returns over rolling 12-month periods in all market conditions

    Fund strategy Designed to provide an exposure to investments ranging from developed and emerging markets, equities, corporate and sovereign bonds, currencies, commodities, other assets including volatility and short exposure accessed via derivatives

    Fund Methodology The fund has access to the investment ideas published by Barclays Research and invests nimbly, with the ability to react quickly to changing market conditions, through the portfolio management of Funds and Advisory, an asset management business of Barclays: a genuinely multi-asset and global strategy

     

     

     

     

     

     

     

     

     

     

     

    Fund Managers

     

    Jason Smith is the Senior Portfolio Manager and responsible for the IFSL Barclays RADAR Fund. He was previously a Senior Portfolio Manager at BlackRock, where he actively managed a number of high profile absolute return funds. He has over 15 years’ investment experience

    Ian Mizrahi is Head of Portfolio Management and Structuring for Funds and Advisory. He was previously at Bear Stearns where he headed the Structured Commodities and Multi-Asset trading desks. Prior to that he was a cross-asset exotics trader for Deutsche Bank and an investment banker for Royal Bank of Canada

     

    Why the IFSL Barclays RADAR Fund?

    The fund offers investors the best of Barclays: the idea generation of over 750 research analysts and the portfolio management expertise of Funds and Advisory. The portfolio management team comprises individuals covering specific geographies and asset classes who develop the ideas from research into specific asset allocation decisions. The portfolio managers implement the best ideas in a portfolio that adheres to strict risk management guidelines

     

     

     

     

     

     

    Literature

     

    UK Onshore KIID

    Dublin OIEC KIID

     

    Fund Facts


    Fund Type:
    UK OEIC compliant with UCITS regulations

    Domicile: UK

    Currency: £

    Dividends: None

    Benchmark: None

    Fund Inception: 12 March 2012

    Share Class:
    A (Retail), B (Institutional)

    Minimum investment:
    £500 (A) £500 (B)

    Initial Charge:
    Up to 4.0% (A), None (B)

    AMC: 1.50% (A), 1.00% (B)

    Authorised Corporate Director: Investment Fund Services Limited

    Custodian, Administrator and Registrar: BNP Paribas Securities Services