Spearpoint
Stockbroking & Portfolio Management

Aggressive Opportunities Fund

The Spearpoint Aggressive Opportunities Fund adopts a high conviction, active and dynamic style of management aiming to maximise long term capital growth.  The target is to outperform significantly the return from Sterling cash by investing in a relatively concentrated portfolio of best investment ideas and special situations to be drawn from a broad range of asset classes.  The key features of the Fund are:

  • Dynamic total return philosophy based on active and extremely flexible multi-asset allocation, unconstrained by benchmarks
  • Targeting (but not guaranteed) significant annual total returns in excess of Sterling cash, net of all fees and expenses
  • Base currency Sterling
  • R reporting shares and R non-reporting shares are available
  • Minimum initial subscription GBP10,000
  • Compliance with Regulatory investment restrictions and limitations and requirements contained in the Prospectus
  • Sub-fund of SPL Investment Funds PLC, an Irish domiciled, open-ended umbrella investment company with segregated liability between its sub-funds
  • UCITS IV, Irish Stock Exchange listed, open-ended Fund
  • FSA recognised
  • Daily dealing
  • No redemption penalties
  • Investor focused fee structure:
    • Annual management fee of 0.75% 
    • Performance fee of 20% of the outperformance of 3 month Sterling LIBOR + 2%, subject to an absolute high watermark

If you wish to contact the Lead Manager please click on the email address below

stjohn.burke@spearpoint.com

Please click on the icon to download information on the fund

 
AGGRESSIVE 
OPPORTUNITIES FUND