mast image

Impact Investing

IPE special report May 2018

Sections

Orbitex leads

Related Categories

The UK-based Orbitex Exempt Balanced fund in the year to end 1999 has returned 154.17%, making it the best performing fund for the year against a Micropal mean of 21.75% for this universe of funds aimed at the UK institutional pension fund market.
This performance has been achieved through active management, a global sectoral asset allocation and successful stock picking in a concentrated portfolio, says fund manager Robin Geffen.
The fund runs a concentrated portfolio that means that stocks can give real outperformance to the fund rather than being diluted across 12000or more stocks, he says.

Have your say

You must sign in to make a comment

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2435

    Asset class: CLOs.
    Asset region: Global.
    Size: USD 50m.
    Closing date: 2018-05-22.

  • QN-2436

    Asset class: Real Estate - Core Open-ended Real Estate Equity Fund (non-listed).
    Asset region: Asia Pacific.
    Size: Approx. CHF 70-100m per investment.
    Closing date: 2018-05-25.

  • QN-2438

    Asset class: High Yield Bonds.
    Asset region: US.
    Size: USD 300 million.
    Closing date: 2018-05-25.

Begin Your Search Here