Spearpoint
Stockbroking & Portfolio Management

Spearpoint All Weather Funds

Available in Sterling, US Dollars and Euros, the Spearpoint All Weather Funds are active, dynamic and highly flexible absolute return funds, aiming to achieve consistent, positive total returns, in excess of those available from cash, after all fees and expenses. The funds can deploy all asset classes and adopt a proven methodology and process that has produced a strong track record. Key features are:

  • Absolute return philosophy employing a Multi-Manager, Multi-Strategy and Multi-Asset approach
  • Targeting consistent annual total returns in excess of cash, net of all fees
  • Over rolling three year periods, aim to generate returns that are competitive with other asset classes, such as bonds and equities
  • Base currency Sterling, US Dollars or Euros 
  • Minimum investment GBP10,000, USD10,000, EUR10,000
  • Institutional and Retail classes available with UK Reporting or Non-Reporting status
  • Highly experienced Fund Manager with a proven track record of success
  • Risk actively managed with a capital preservation mindset
  • Prudent investment limits and restrictions
  • Sub-funds 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, low cost fee structure:
    • Annual management fee of 1.00%  (Institutional) or 1.5% (Retail)
    • Performance fee of 20% (Institutional) or 15% (Retail) of the outperformance of 3 month LIBOR + 2%, subject to an absolute high watermark

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

kevin.boscher@spearpoint.com

Please click the icons to download information on the funds

     
ALL WEATHER
(STERLING) FUND
  
ALL WEATHER 
(EURO) FUND 
    
ALL WEATHER 
(US DOLLAR) FUND