Thames River's Rob Burdett and Gary Potter have unveiled their new multi-manager funds range.
The five core funds, open to investment on 10 September, are aimed at spearheading Thames River’s move into the retail market.
The first phase of FSA approved funds are:
- Thames River Global Boutiques fund: investing in primarily global equities
- Thames River Equity Managed fund: investing in mainly equities, 50% UK and 50% overseas
- Thames River Balanced Managed fund: investing in up to 85% equities
- Thames River Cautious Managed fund: investing in up to 60% equities
- Thames River Distribution fund: investing in up to 60% equities, targeting high income
“After just three weeks it is already clear that we have the infrastructure, the team and the incentives to continue investing the way we always have - to provide highly consistent out-performance from a range of funds which meet the demands of the intermediary market,” Burdett says.
Potter says he and Burdett have invested in Thames River funds for many years and understand the firm.
“The boutique investment culture here is extremely strong meaning that we can concentrate on running money," he says.
The fund details include:
- £1,000 minimum lump sum investment
- £100 minimum regular investment
- ISA investment & PEP transfers availability
- 5% initial charge
- 1.5% annual management charge
- 3% front-end Commission
- 0.5% trail
Thames River investment director Michael Warren says Burdett and Potter are “the best in their field”.
“As we broaden our distribution into the intermediary market, we have had to ensure that we have the necessary support in place,” he says.
“We now have 22 people in sales and marketing, allowing Rob and Gary to focus on what they do best – seeking out the best investment talent globally and generating consistent long term out-performance for our clients.”
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