Directly held portfolio of securities issued by major global financial institutions
|1 MONTH||2 MONTHS||3 MONTHS||6 MONTHS||1 YEAR||2 YEAR P.A.||3 YEAR P.A.||SINCE INCEPTION||SINCE INCEPTION ANNUALISED||INCEPTION DATE|
|USD FI MDA||-1.25%||-1.04%||-0.66%||1.59%||11.06%||6.36%||–||17.67%||7.22%||NOV 2018|
|USD FI MDA|
|2 YEAR P.A.||6.36%|
|3 YEAR P.A.||–|
|SINCE INCEPTION CUMULATIVE||7.22%|
|INCEPTION DATE||NOV 2018|
Returns as at 31 March 2021.
Disciplined investment process with experienced investment personal. Our goal is to bring institutional investment and risk management to the private client world.
Actively Managed, Risk Adjusted (Quality and Value) bias to Portfolio construction
RAM has a portfolio bias to quality, in particular the quality of the issuers credit rating, the companies management, balance sheet and earnings, as well as the quality of the terms of issue on the specific instrument.
We take a benchmark unaware approach to portfolio construction.
We position the portfolio in line with our medium term views. Fixed income and credit securities in particular, can be mean reverting over the medium term. Our turnover is expected to be low-moderate.
2020 IMAP Managed
2019 IMAP Managed