The Offshore Special Situations Fund invests into the Optimal Multi Asset Balanced fund, which is a global multi-asset fund with specialist exposure to investment trusts, mutual funds, direct equities, ETFs and structured products.
The Fund is not constructed or managed against a specific index or benchmark. The performance objective is to achieve long-term returns above inflation over the course of the full investment cycle. The consistency of returns throughout various market conditions and superior long-term track record of the team makes the fund suitable for long-term investors looking for a core holding within their portfolio.
The Fund is structured with a core asset allocation coupled with some higher risk satellite assets to provide higher upside returns over a period of time. The team has a consistent track record of protecting investor’s assets in difficult times, without losing out on the upside when markets rise. James and Peter have considerable experience of investing in investment trusts and investors in the fund benefit from exposure to this asset class that is not widely available via balanced portfolios.