Kestrel Investment Partners (“Kestrel”) is pleased to announce that Kestrel Global Portfolio has been awarded the highest-available 5-Star rating from Morningstar as of 31 October 2015, for the Class I shares denominated in GBP. The Fund has been categorised under the GBP Moderate Allocation class and has been ranked in the top percentiles against its peers in the Morningstar universe. The aim of the daily dealing UCITS IV fund is to preserve capital whilst equity markets fall and provide good participation as markets rise.
John Ricciardi, CEO of Kestrel Investment Partners LLP said “This is great news and is a reflection of our team’s constant endeavour to achieve our targeted returns for our investors with controlled portfolio risk.”
The Kestrel Global Portfolio has an annualised compound return of nearly 8%since inception.
Kestrel’s assets under management have risen to c.£450m across four collective investment mandates and managed accounts. The well-established Global Multi Asset Allocation investment process used in managing the Kestrel Global Portfolio was first created by Ricciardi over twenty years ago. Ricciardi and Hagerud, the fund’s managers, have since used it to make global asset allocation decisions for managing global diversified growth funds.
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