Kestrel Investment Partners (“Kestrel”) is pleased to announce that the Synthetic Risk Reward Indicator (“SRRI”) for all Share Classes of the Kestrel Global Portfolio has been reduced to a level 4 from a level 5. The volatility of the Class I shares denominated in GBP since launch is 8.3%. The volatility of all Share Classes now sit in the 5% to 10% range that classify the Kestrel Global Portfolio as a moderate risk fund. 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. The team will continue to 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.
Copies of the Key Investor Information Document for all Share Classes of the Kestrel Global Portfolio are available at http://kestrelip.com/funds/kestrel-global-portfolio/documents/
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