Morningstar, an internationally renowned, independent investment research company, has rated the Collins Stewart Sterling Fixed Interest Fund with four stars, moving the fund into the upper echelons of the Morningstar peer groups by recognising the fund’s consistent returns and low volatility. The rating is based on risk adjusted returns over a five year period.
The Collins Stewart Sterling Fixed Interest Fund is based on a central model created in 1998. Since this time it has returned 110% which equates to an annualised performance of 6% per annum. Lee Morris, a Senior Fixed Interest Investment Manager said, ‘This recognition is a great example of Collins Stewart’s local excellence and international expertise, and clearly differentiates us from our local competitors.”
Richard Pemberton, co-manager of the fund, explains, ‘The returns have been achieved with very low volatility. The central philosophy of the Fixed Interest Fund is to generate longer term value whilst preserving capital with a diversified portfolio of fixed interest instruments.’
Chris Huelin, Lead Manager and Head of Fixed Interest, explains, ‘The Collins Stewart Fixed Interest strategies are suited to investors who are seeking stability combined with income and capital protection. This is achieved through active portfolio management. The four star rating recognises our consistent approach of achieving solid returns coupled with minimum risk for over a decade”.
Huelin goes on to explain: ‘Our approach encompasses an international mindset. We utilise a measured exposure to global bonds and currencies alongside selected developed market issuers and alternative strategy funds. This allows us to maximise the returns available from an asset class that currently delivers relatively low yields’.
‘The fund structure allows investors of all sizes to participate in our successful strategy which is ideal for those seeking a local yet internationally recognised investment manager in Jersey. Our key achievement over the years has been vigilance in protecting the capital entrusted to us by our clients. This successful formula will enable us to provide consistent and stable returns in varying market conditions’.
Collins Stewart Wealth Management is a trading name of Collins Stewart (CI) Limited (“CSCI”) which is licensed and regulated by the Guernsey Financial Services Commission (“GFSC”) and the Jersey Financial Services Commission (“JFSC”).
The Sterling Fixed Interest Fund (the “Fund”) is a cell of the Collins Stewart PCC Limited, an open-ended investment company authorised in Guernsey as a Class B scheme under the Protection of Investors (Bailiwick of Guernsey) Law, 1987, as amended (the “POI Law”). CSCI acts as investment manager to the Fund. CSCI is registered under the POI Law in Guernsey and the Financial Services (Jersey) Law, 1998 (as amended) (the “FSJ Law”) in Jersey. The JFSC is protected by the FSJ Law against any liability arising from the discharge of its functions under the FSJ Law.
Investment involves risk. The investments discussed in this document may not be suitable for all investors. Past performance is not necessarily a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. Investors should make their own investment decisions based upon their own financial objectives and resource and, if in any doubt, should seek specific advice from an investment advisor.