Launched in 2002 as part of the Punter Southall Group, Psigma provides a wholly personal approach to investment management that focuses on each client’s particular needs and goals. With nearly £3 billion of assets under management, we bring insight and expertise to create investment solutions that target consistent, risk-adjusted returns above inflation.


Dealing and Enquiry Line:
+44 (0)345 872 4986
Fund Manager website:
http://www.psigma.com

Funds

MI Psigma Multi Asset Growth Fund of Funds

The Fund aims to preserve capital and deliver returns in line with the UK Consumer Price Index plus 4% (after Psigma fees), over a ten year investment period, by investing in a range of other funds.

The Fund will comprise, but not be limited to, a balanced blend of actively managed investments.  The portfolio may include equity funds, bond funds, property funds, commodity funds and absolute return funds established in Europe.  Overall, the Fund will have a maximum equity weighting of 75% and a maximum higher risk bonds weighting of 15%.

Bonds are like loans that pay a fixed or variable rate of interest issued by governments, companies and other large organisations worldwide.

The Fund may also invest up to 20% of its assets in alternative investment strategies in order to reduce volatility.

MI Psigma Multi Asset Balanced Fund of Funds

The Fund aims to preserve capital and deliver returns in line with the UK Consumer Price Index plus 3% (after Psigma fees), over a seven year investment period, by investing in a range of other funds.

The Fund will comprise, but not be limited to, a balanced blend of actively managed investments.  The portfolio may include equity funds, bond funds, property funds, commodity funds and absolute return funds established in Europe.  Overall, the Fund will have a maximum equity weighting of 60% and a maximum higher risk bonds weighting of 15%.

Bonds are like loans that pay a fixed or variable rate of interest issued by governments, companies and other large organisations worldwide.

The Fund may also invest up to 15% of its assets in alternative investment strategies in order to reduce volatility.

MI Psigma Multi Asset Cautious Fund of Funds

The Fund aims to preserve capital and deliver returns in line with the UK Consumer Price Index plus 2% (after Psigma Fees), over a five year investment period, by investing in a range of other funds.

The Fund will comprise, but not be limited to, a balanced blend of actively managed investments.  The portfolio may include equity funds, bond funds, property funds, commodity funds and absolute return funds established in Europe.  Overall, the Fund will have a maximum equity weighting of 40% and a maximum higher risk bonds weighting of 10%.

Bonds are like loans that pay a fixed or variable rate of interest issued by governments, companies and other large organisations worldwide.

The Fund may also invest up to 10% of its assets in alternative investment strategies in order to reduce volatility.

 

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