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F&C MM Navigator Boutiques A Acc

Ranked 5 out of 20 in - Global (High UK) over 36 months
All calculations are in USD unless stated

Managed by

Robert Burdett

After six years at Credit Suisse Robert Burdett, along with co-manager Gary Potter, has launched a new investment boutique in conjunction with Thames River. They have streamlined the 11 multimanager portfolios they presided over and fashioned at Credit Suisse into five portfolios at their new stable. Ironically, Burdett started his career with stockbrokers Buckmaster & Moore in 1985 and left the firm just before its acquisition by Credit Suisse in 1987. After spells with Allied Provincial Securities (now Gerrard) and Berry Asset Management, he moved to Rothschild Asset Management (now Insight) and formed a formidable partnership with Potter, which became the talk of the multi-manager industry. With their reputations firmly established the duo were poached by Credit Suisse and asked to launch the group's multi-manager business. Burdett is responsible for a wide range of funds and unsurprisingly his investment style is closely linked to Potters, with a 'best of breed' approach and the blending of quantitative and qualitative factors being the major features.

Gary Potter

After six years at Credit Suisse Gary Potter, along with co-manager Robert Burdett, has launched a new investment boutique in conjunction with Thames River. They have streamlined the 11 multimanager portfolios they presided over and fashioned at Credit Suisse into five portfolios at their new stable. Born in Bristol in November 1961, Potter was educated locally and is an Associate Member of the Securities Institute. A teenager when he entered the financial world with Natwest Bank in 1981, Potter initially worked as a researcher for the group's private client division before being promoted to a fund of funds manager. In 1996 he joined Rothschild Asset Management (now Insight Investment) and was responsible for its multi-manager business worth about £1.1 billion. In June 2001 he was recruited by Credit Suisse to launch the firm's multi-manager funds. Potter describes all his portfolios as well diversified and he adopts a 'best of breed' approach. His fund selection is multi-faceted and blends quantitative and qualitative factors.

Objective

The Fund’s primary investment objective is to achieve capital growth. The Fund will seek to achieve its investment objective primarily through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds managed by investment managers judged by the ACD to be boutique in nature taking into account relevant factors identified by the ACD. This may include schemes or funds managed by the ACD and/or an associate.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global (High UK) over : 31/12/2014 - 31/12/2017
  • Rank 5/20 Total Return
  • Rank 14/20 Standard Deviation
  • Rank 6/20 Max Drawdown
Fund Name Currency Loss
4 Folla USD

-14.8%

5 S&W Magnum USD

-15.0%

6 F&C MM Navigator Boutiques A Acc USD

-15.5%

7 Lazard Managed Equity Inst Acc GBP USD

-15.6%

8 Architas MA Blended Growth R Acc USD

-15.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 23.7% 6.9% 5.9% 4.2% 4.8%
2016 -0.3% -2.8% -4.7% 7.9% -0.3%
2015 -0.9% 2.3% 3.4% -11.1% 5.5%
2014 0.7% 0.5% 3.3% -3.8% 0.7%
2013 27.8% 6.9% 0.2% 12.1% 6.5%
2012 15.5% 12.6% -9.4% 8.8% 4.1%
2011 -11.8% 2.8% -0.9% -15.0% 1.9%
2010 11.7% 0.8% -8.9% 10.8% 9.8%
2009 31.6% -4.8% 20.4% 13.3% 1.4%
2008 -40.6% -8.6% -1.3% -19.3% -18.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date01/10/2007
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN GB00B23Y3K38

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).