Distribution: The silver bullet?

Mon Sep 12, 2011

In the first of a two-part series, Joy Dunbar, editor of Absolute UCITS, examines the outlook for absolute return UCITS with independent financial advisers and boutique asset managers.

When UCITS funds first became popular, they were often seen as a panacea. Some asset managers thought that the UCITS brand was so strong that when they put their strategy into the wrapper money would automatically flow into the structure. However, the reality of pulling assets into the UCITS structure has been more challenging – especially for traditional offshore investment managers who are dealing with large numbers of retail investors for the first time.

Paul Stanfield from FEIFA

Many of the investment strategies currently available in the absolute return UCITS wrapper have been available to investors who have had access to funds domiciled on offshore locations for many years, points out Paul Stanfield, chief executive of the Federation of European Independent Financial Advisers – a trade association for English speaking IFA firms.

He says: "Some UK investors do not get access to these (absolute return) investment strategies because of the...

ISSN: 2151-1845 / CDC10004H

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