Funds & Capabilities
We manage a comprehensive range of collective vehicles on a discretionary basis with a focus on multi asset, equity and fixed income strategies.
Our Guernsey based OEICs offer investors a choice of funds at various points of the risk spectrum with each fund provides gross rollup of income. Peterhouse’s fund range allows investors and their advisers the ability to combine the funds to meet individual objectives or the flexibility of switching across different asset classes. Peterhouse Guernsey funds described are not authorised or recognised for sale to the public in the UK. To find out more about our different types of Fund please see below.
Multi-Asset Investing allows investors exposure to a range of different asset classes that typically tend to behave in different ways. Each type of asset has specific features which are worth holding over the long term, but there are periods when one performs much better than the other. As a result under-performance from one asset type should be balanced by out-performance from others. Strategic asset allocation ensures Peterhouse’s managers implement long term views on the relative merits of various asset types. By blending the range of asset types in portfolio construction, Peterhouse’s managers meet the Fund’s risk profile whilst aiming to optimise return. Allied to this Peterhouse’s funds employ active tactical asset allocation which enable our managers to make short term changes to the strategic asset allocation with the aim of enhancing potential returns. At Peterhouse our Multi-Asset Funds use a fund of fund approach, combining in-house funds with best in class external funds. Alongside these strategic allocations Exchange Traded Funds tactical changes to short term asset mix.
Hume Diversified Multi-Asset Fund
This Fund’s aim is to achieve capital growth by investing in Investment Funds which invest in any geographic or economic sectors globally. Up to 20% in value of the Fund may be invested in Alternative Investment Funds.
Hume Dynamic Multi-Asset Fund
This Fund’s aim is to achieve capital growth by investing in Investment Funds which invest in any geographic or economic sector of the world, mainly outside the UK. Up to 20% in value of the Fund may be invested in Alternative Investment Funds.
Hume European Multi-Asset Fund
The investment objective of the Fund is to achieve capital growth by investing in Investment Funds which invest in any geographic or economic sectors globally. Up to 20% in value of the Fund may be invested in Alternative Investment Funds.
Hume Cautious Multi-Asset Fund
The investment objective of this Fund is to provide an attractive rate of return subject to both a desire for capital preservation and the prevailing interest rate background. The largest individual weightings are expected to be “rated” money market and “cash plus” funds.
We manage segregated accounts on a discretionary basis for institutions such as UK universities.
We manage separate accounts for institutions with bespoke mandates; our team draws on its extensive experience in this area gained at major institutions. Peterhouse Asset Management’s investment approach aims to optimise capital growth whilst ensuring capital preservation. All portfolios are actively managed, with our core process tailored to meet client mandates, thus allowing acceptable risk and return objectives to be targeted.
Our focus is on mandates where we have in-depth knowledge and experience to provide a clear edge. Our team is experienced at managing separate accounts using our robust investment techniques and expertise to create bespoke portfolios for pension funds, charities and other institutions.
We select ‘best in class’ companies with superior long-term growth prospects. Our rigorous bottom-up approach stock selection identifies typically 60-70 companies unconstrained by sector or geography.
Our stock picking approach identifies businesses which we believe have above average growth potential and are leaders in their spheres. Mandates can be managed including or excluding the UK.
Treasury Management & Fixed Income Services
Our specialist team manages surplus cash funds on a discretionary and an advisory basis for institutions; our clients include building societies, universities, charities and friendly societies.
We manage specialist funds on a discretionary basis with a focus on alternative strategies such as gold equities.
The SF Peterhouse Smaller Companies Gold Fund, invests in a focused portfolio of what we believe are some of the leading high quality gold companies. We select ‘best in class’ companies with superior long-term growth prospects. Our rigorous bottom-up approach stock selection identifies typically 60-70 global companies. We have ambitious plans for the fund as part of a wider and significant growth strategy for PAML. We believe that the outlook for gold and for smaller company gold shares in particular is positive and we are aiming to position the fund to ensure it can continue take advantage of a secular re rating in the gold market.