Ignis Cartesian UK Opportunities Fund
| Fund manager: | Jeremy Hall (Lead) |  |
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| Ratings: | FE Trustnet FE Alpha Manager at 31/01/12 |
| Fund size: | £55.8 million (at 31/01/12) |
| Launched: | 29 December 2005 |
| Objective: | To achieve above average returns by investing predominately in UK listed companies. The fund will consist of a concentrated portfolio of approximately 30-60 high conviction stocks. It is a ‘best ideas’ UK all-cap stock-picking fund, completely unconstrained and designed to deliver consistent long-term outperformance through varied economic and stock market conditions. |
Ignis Cartesian UK Equity Long/Short Fund
| Fund manager: | Andrew Kelly (Lead) |  |
| Awards: | Short-listed for the 2012 HFMWeek European Performance Award - Long/short equity (Europe) under $500 million
Short-listed for 2008 EuroHedge Best UK Equity Hedge Fund Award
Short-listed for 2007 Hedge Fund Review European Performance Awards – Best Fund on a Risk Adjusted Basis |
| Fund size: | £34.3 million (at 31/01/12) |
| Launched: | 28 April 2006 |
| Objective: | To generate strong absolute returns from long and short strategies from across the entire UK equity market. The emphasis is on medium-sized companies, with selective exposure to small and large caps. The target return of the fund is 12-15% per annum. The fund is designed to achieve both long and short alpha over time, and has low correlation with other long/short managers. |
| Fund manager: | Jeremy Hall (Lead) | |
| Ratings: | ‘A’ rating by Standard and Poor’s (at 31/12/11) FE Trustnet FE Alpha Manager (at 31/01/12) |
| Fund size: | £37.6 million (at 31/01/12) |
| Launched: | 8 November 2007 |
| Objective: | To provide long-term capital growth through investments primarily in equity and equity derivative products, which may include contracts for difference (swaps), traded options and financial futures. The fund aims to hold long positions of up to 130% and short positions of up to 30% while generally maintaining close to 100% market exposure. The fund blends Cartesian’s proven process of investment in long and short strategies across the whole UK equity marketplace. |
In addition to the funds listed above, Cartesian manages segregated UK all cap institutional mandates totalling £78.5m (at 31/01/12).
Past performance is not a guide to future performance. The value of units can fall as well as rise and is not guaranteed. These funds are not suitable for all types of investors. Please refer to fund specific documentation (including the prospectus) where available for full information on the fund, or consult your financial advisor.