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LIBERO FUNDS

Published April 30, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

Investment process

Our Libero Funds’ active investment management process combines strong disciplines with customised, flexible asset allocation and stock selection.

Our managers employ a combination of ‘bottom-up’ and ‘top-down’ analysis, looking at the bigger economic picture, as well as analysing individual stocks and companies.

• They are not constrained by one particular investment style (such as growth or value), as we believe the best returns come from a flexible approach during different economic cycles.
• The fund managers aim to reflect our house views on asset class and geographical allocation throughout the portfolio and support these with conviction ideas.
• To select the holdings, the managers use a combination of quantitative analysis, in-house fundamental research and company visits.
• When selecting collective funds, for any of our services, we insist on face-to-face meetings with all collective fund managers with whom we plan to invest and submit them to a rigorous due diligence process.

Once invested, performance is monitored and reviewed on an on-going basis.

LIBERO FUNDS

Published April 30, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

Our Libero Funds’ active investment management process combines strong disciplines with customised, flexible asset allocation and stock selection.

• Our approach combines our top-down view is based largely on macro-economic inputs and market valuations, with bottom-up recommendations generated by our team of in-house analysts and investment managers.
• We are not constrained by one particular investment style (such as growth or value), as we believe the best returns come from a flexible approach during different economic cycles.
• The fund managers aim to reflect our house views on asset class and geographical allocation throughout the portfolio and support these with conviction ideas.
• To select the holdings, the managers use a combination of quantitative analysis, in-house fundamental research and company visits.
• When selecting collective funds for any of our services, we insist on face-to-face meetings with all collective fund managers with whom we plan to invest and submit them to a rigorous due diligence process.

Once invested, performance is monitored and reviewed on an on-going basis.

FUNDS SERVICE

Published April 30, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

About our Funds Service

Not every client in your book will have huge sums of capital to invest. But even those not fitting the description of ‘high net worth’ can benefit from specialist investment management. To provide investment opportunities for clients with £1,000 or more to invest, our Funds Service offers a variety of collective funds while also providing investment management services to third-party collective funds.

In this way, it affords access to our investment expertise through a unitised structure.

Flexibility is key to the service, as we work in partnership with Authorised Corporate Directors to create bespoke share classes of our existing funds, or launch new funds or sub-funds dependent on the specific requirements of the client. Bespoke OEIC options for private clients are also available on request.

Why choose our Fund Service?

For only £1,000, clients can benefit from:

• The expertise of our discretionary fund managers
• The knowledge and skills of a team with over 160 years’ combined investment experience.
• A strong performance track record.

It’s expertise that most others in the market keep reserved exclusively for their wealthiest clients.

Why are we so different?

• We offer switching between funds – with no dealing charges, should your clients’ risk preferences or investment objectives change.

• We have a dedicated in-house research team – finding the best investment opportunities for our funds.

• We can maximise potential returns – by switching between asset classes and geographic regions as market conditions change, in line with each fund’s stated mandate.

• We’re unbiased in our approach – unconstrained by corporate ownership, so we can select the most suitable investments from across the globe.

To learn more about our services, please see our Service Proposition Infographic here .

FUNDS SERVICE

Published April 30, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

We work in partnership with Authorised Corporate Directors to create bespoke share classes of our existing funds, or launch new funds or sub-funds for financial adviser firms or their clients. Bespoke OEIC options for private clients are also available on request. 

Why choose our Fund Service?

For only £1,000, clients can benefit from:

• The expertise of our discretionary fund managers.
• The knowledge and skills of a team with over 160 years’ combined investment experience.
• A strong performance track record.

It’s expertise that most others in the market keep reserved exclusively for their wealthiest clients.

• We offer seamless switching between funds – with no dealing charges, should clients’ risk preferences or investment objectives change.

• We have a dedicated in-house research team – finding the best investment opportunities for our funds.

• We can maximise potential returns – by switching between asset classes and geographic regions as market conditions change, in line with each fund’s stated mandate.

• We’re unbiased in our approach – unconstrained by corporate ownership, so we can select the most suitable investments from across the globe.

To learn more about our services, please see our Service Proposition Infographic here .

LIBERO FUNDS

Published April 29, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

Investment process

Our Libero Funds’ active investment management process combines strong disciplines with customised, flexible asset allocation and stock selection.

Our managers employ a combination of ‘bottom-up’ and ‘top-down’ analysis, looking at the bigger economic picture, as well as analysing individual stocks and companies.

• They are not constrained by one particular investment style (such as growth or value), as we believe the best returns come from a flexible approach during different economic cycles.
• The fund managers aim to reflect our house views on asset class and geographical allocation throughout the portfolio and support these with conviction ideas.
• To select the holdings, the managers use a combination of quantitative analysis, in-house fundamental research and company visits.
• When selecting collective funds, for any of our services, we insist on face-to-face meetings with all collective fund managers with whom we plan to invest and submit them to a rigorous due diligence process.

Once invested, performance is monitored and reviewed on an on-going basis.

LIBERO FUNDS

Published April 29, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

Investment process

• An active investment management process  – combining strong disciplines with flexible asset allocation and stock selection.

• An unconstrained investment style – looking at the bigger economic picture, as well as analysing individual securities and investments.

• Face-to-face meetings – with all collective fund managers with whom we plan to invest.

• A rigorous due diligence process – which takes place before any stock or collective is added to a client portfolio. 

• Regular performance monitoring and review – keeping clients updated about their portfolio’s holdings.

FUNDS SERVICE

Published April 29, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

Why choose our Fund Service?

For only £1,000, your investment can benefit from:

• The expertise of our discretionary fund managers.
• The knowledge and skills of a team with over 160 years’ combined investment experience.
• A strong performance track record.

Why are we so different?  

• You can switch between funds – with no dealing charges, should your risk preferences or investment objectives change.

• Through the funds you have access to our dedicated research team – finding the best investment opportunities for our funds.

• We can maximise your potential returns – by switching between asset classes and geographic regions in line with market changes and each fund’s stated mandate.

• We’re unbiased in our approach – unconstrained by corporate ownership, so we can select the most suitable investments from across the globe.

To learn more about our services, please see our Service Proposition Infographic here .

FUNDS SERVICE

Published April 29, 2014 by Simon Foley . Filed under . Total of no comments in the discussion.

Why choose our Funds Service?

For only £1,000, clients benefit from:

• The expertise of our discretionary fund managers
• The knowledge and skills of a team with over 160 years’ combined investment experience
• A strong performance track record.