Why consider SWIP Multi-Manager
- Free your time to focus on clients – time consuming tasks such as fund research and monitoring and portfolio rebalancing are the responsibility of the five investment specialists in the SWIP Multi-Manager team who focus entirely on these tasks, freeing up your time to focus on your clients.
- Less administration – gain exposure to up to 20 different investment funds but with the administration of only one fund. We provide you with detailed quarterly fund reports, monthly factsheets and regular portfolio updates so that you can keep your clients up to date easily.
- Target of CPI Inflation + 4% - Clear and transparent performance target means your clients have a clear investment objective and that the Fund will be managed in a manner consistent with achieving this objective.
- Expert management – SWIP’s Multi-Manager team are AAA Citywire rated* making them the highest rated multi-manager team in the UK. They were also recently rated No. 1 Active Manager 2009**.
- SWIP Multi-Manager Diversity Fund - with broad diversification across equities, bonds and alternative asset classes this Fund can be an ideal core holding to which you can adjust the risk/return profile with the addition of satellite funds.
*Source and Copyright: Citywire, for their 3-year risk-adjusted returns from 30 June 2006 to 30 June 2009.
**Source and Copyright: Citywire, for their 3-year risk-adjusted returns from 31 December 2005 to 31 December 2008.
