RMB Asset Management International managed account services |
| RMB Asset Management International constructs customised multi-asset portfolio solutions in a range of currencies, utilising a broad spectrum of asset classes.
We create manager of managers funds in asset classes where we believe in active management and combining these with third party passive funds to create multi-asset portfolios within a cost effective and efficient administrative solution. |
Our product offering: |
| RMB Diversified Target Return Fund |
| Portfolio Manager: | Michael Allen, BSc, Head of Research
Christopher Mahon, MA (Cantab), CFA, International Strategist |
| Target: | Libor plus 3% p.a. |
| Objective: | To provide equity-like returns with bond-like volatility over a full market cycle |
| Volatility: | Expect approx ½ the risk of equity investment |
| Sources of returns: | Unconstrained asset allocation
Dynamic manager selection / de-selection
Use of active and passive management |
| Differentiators: | Depth of resources, experience and expertise
Best of Breed
Transparent fee structure |
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| RMB Global Equity Fund |
| Portfolio Manager: | Andrew Smith, MSCi, CFA, Head of Equities |
| Target: | MSCI World plus 2—3% (net) over rolling three year periods |
| Objective: | To provide a core exposure to Global equities with good risk-adjusted long-term returns |
| Sources of returns: | Dynamic manager selection / de-selection
Overlay strategies used to gain regional equity and currency views |
| Differentiators: | Depth of resources, experience and expertise
Best of Breed
Transparent fee structure |
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| RMB Global Emerging Market Fund |
| Portfolio Manager: | Andrew Smith, MSCi, CFA, Head of Equities |
| Target: | MSCI Emerging Markets plus 2% (net) over rolling three year periods |
| Objective: | To provide a core exposure to Global Emerging Market equities with good risk-adjusted long-term returns |
| Sources of returns: | Dynamic manager selection / de-selection
Style and asset allocation |
| Differentiators: | Depth of resources, experience and expertise
Best of Breed
Transparent fee structure |
| RMB Fixed Income Fund |
| Portfolio Manager: | Alex Harvey, BA (hons), CFA, IMC, Head of Fixed Income |
| Target: | JP Morgan GBI plus 1.5% (net) over rolling three year periods |
| Objective: | To provide a core exposure a diversified range of investment grade fixed income securities. |
| Sources of returns: | Duration, core, currency, credit and manager selection |
| Differentiators: | Core / satellite investment approach that aims to track the government index and add diversified alpha from proprietary and third party managed strategies. |
| RMB Money Markets Fund |
| Portfolio Manager: | Alex Harvey, BA (hons), CFA, IMC, Head of Fixed Income |
| Target: | Track 3 month Libor index |
| Objective: | To provide capital preservation by investing in cash or money market instruments and fixed income securities |
| Sources of returns: | Short term government paper, commercial paper, Short term fixed and floating rate securities |
| Differentiators: | Well diversified portfolio of high quality investment grade securities offering USD, EUR and GBP hedged share classes. Minimum weighted average rating of the portfolio is AA |