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Fitzwilliam enjoys 10th anniversary

The Fitzwilliam multi-manager fund is celebrating its 10th anniversary.

Fitzwilliam – the longest-running fund in the IMA’s balanced managed sector – is managed by BDO Stoy Hayward Investment Management investment director Sharon Segal and is now £78.8m in size.

It has returned 14.5 per cent against a sector average of 13.8 per cent over one year, 14.1 per cent against a sector average of -2.4 per cent over five years and 108.1 per cent against a sector average of 82.9 per cent since launch.

The fund offers a concentrated portfolio that is actively managed and can include combinations of equities, bonds and cash. Asset allocation is used for geographic and sector positioning. It seeks to provide long-term capital growth by active management of a diversified medium-risk portfolio of global equities and fixed-interest securities.

Segal says the approach of the fund is active, pragmatic and based on the judgement of fund managers working to know their clients exhaustively.

The focus is on capital protection and growth. Segal’s company, the fund management arm of accountancy network BDO Stoy Hayward, focuses on multi-manager investing, including equities, hedge funds, property, bonds and cash.

Segal says: “The fund has weathered some turbulent markets over the last 10 years and we are proud of its performance.”


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