Bewildered by the choice? MBMG has access to
the widest range of investment funds, and can
invariably help you to select the most suitable
for your situation, or arrange to create a personalized
portfolio for you. For information about any
of the funds in focus or any other aspect of
investment,
please don't hesitate
to contact us.
Past performance is
no indication of the future.
Investments can down in value as well as up.
The information contained in this website should not be taken
as a specific recommendation to undertake any course of action and
neither MBMG International nor its officers can accept any
responsibility for the consequences of any action taken or not taken
as a result of visiting this website.
There are a wide range of attractive investment opportunities at this
time. Investors can read our market forecasts for a broad overview on
the types of investments followed by MBMG International this year. Detailed
below are the specific funds which we think will provide the best reward
opportunities in 2003 in relation to the level of risk involved :
How are our funds in focus performing ?
Click here
to find out. Scott Campbell's portfolio construction
skills have created the very best performing
portfolios over the last 6 years and this has
allowed MBMG to create personalized client portfolios
that have consistently achieved good growth
and low volatility.
GAIM
Low Volatility Open Ended Funds
In addition to the regular issues of capital guaranteed notes linked to
its various diversified low volatility strategies, that are highlighted in
our special offers section, niche fund manager GAIM offers a range of open
ended permanently available low volatility funds, providing solid
returns in Sterling, Swiss Franc, Euro and US$
Optimal FM
(formerly Appleton) funds
This London, Guernsey and South African based
fund management company is Scott
Campbell's vehicle for delivering
the very best results of any active (dynamic)
global portfolio manager over the last 6 years.
Scott uses a disciplined approach built around
the highest levels of analytical modelling and
statistical assessment combined with the process
of identifying managers capable of adding value
and the overall effect is to approach portfolio
construction from the point of view of optimum
risk and reward. In the short term, there may
be better performers, but over the medium to
long term, the avoidance of risk creates a perfectly
balanced portfolio.
Momentum
range of funds
In a year of potential pitfalls, Momentum's
AllWeather
fund typically achieves a return of 3% each
quarter, in either Euro, AUS or US$, from a
range of diversified low volatility strategies
should be an essential part of most portfolios
for investors of all risk appetites and time
horizons. AllWeather is a blended mix of a number
of low volatility specialist investment strategies,
including split
strike conversion (which has
never yielded below 8.9% return in any calendar
year, merger arbitrage (which according to Warren
Buffett is the strategy to use if you decide
to only use one investment strategy in your
life) and also the strategy of distressed
debt/secured lending which
has been forecasted by at least one leading
expert to yield a return in excess of 100% over
the next 3 years if there is a stock market
recovery, but will avoid the traumas of investing
into stocks if there isn't.
£, $, € & AUD Portfolios
MBMG offer a range of tailored portfolios in the above currencies. Although
these can be personalized to suit individual
requirements in terms of liquidity and risk,
they will often contain many of the elements
contained within our mainstream portfolios.
For details of the holdings within the £,$,
AUD and Euro portfolios and of the performances
of the portfolios
click
here.
Man
Guaranteed Funds
The main attractions of these funds are that the separate Euro
and Dollar and Swiss Franc versions
should each yield stable consistent annual returns
of between 14-16% per year while also having
the peace of mind of a capital guarantee and
a partial guarantee of growth and return.
However with interest rate differentials and
currency expectations at current levels, the
sister funds managed in Australian Dollar by
OM Strategic
are even more compelling for most investors.
WestPac/NAB
OM Strategic Funds
The next issue of the extremely popular Westpac/NAB OM (formerly Ord
Minnett) series of funds (issued 3-4
times each year) is now open for a 6 week subscription period. For Australian
or New Zealand investors wishing to one day return
home the combination of tax benefits, consistent stable returns each year, low charges, easy access and capital and growth guarantees
offers an exceptional investment solution. For international investors,
those returns linked to the potential rise of the Australian Dollar make
this fund a vital part of just about every portfolio.
Orbis range of funds
Investment Objective: To achieve well above average investment returns
from Global, Japanese and African equity markets, at significantly lower
than average volatility, with the option to hedge these returns into US$
or Euro. It has achieved this rather difficult difficult stated aim by
judicious long exposure to undervalued stocks, matched to very
sophisticated Beta hedging techniques. The manager combines the ability
to make gains in falling as well as rising markets with an extremely
high participation in equity market rallies. This has helped to create a
track record dating back up to 14 years, with compound annualised returns of the
various funds in excess of 20%.
Forsyth
Diversity Fund
The
Forsyth Diversity Fund will provide an actively
managed portfolio of highly diversified hedge
strategies and managers. To
properly diversify a portfolio, reduce risk
and make money consistently, it is necessary
to hold different assets that perform independently
of each other. The Forsyth Diversity Fund will
adopt
a mix of alternative investment strategies,
such as long-short equity, global macro, market
neutral, arbitrage, etc. Using such a mix of
strategies, the aim is to achieve positive returns
in a rising or falling market. Historically,
diversification has been achieved by investing
in different geographical areas. Globalization
and the growth of IT means that most stock markets
now follow the US and show high correlation
to Wall Street. A
mix of hedge strategies (the fund typically
has exposure to around 70 investment managers),
which perform independently and exhibit low
cross-correlation, reduces overall risk and
volatility. Click
here for the latest fact sheet.
|
