A global focus has helped managers Richard Scott and Daniel Lockyer maintain their impressive long-term track record at new venture Hawksmoor Investment Management.
Launched in early 2009 after the duo moved over from iimia, their Vanbrugh fund has had an immediate impact in the Cautious Managed sector, leaping to the top of the rankings over one and two years. The fund of funds, which aims to provide investors with capital growth over the long term as well as income, has returned 8.3% in the last 12 months, ahead of the IMA Cautious Managed sector average of 4.9%, according to Morningstar. The majority of the £25m fund’s equity exposure is overseas, with 30% in overseas equities compared to 12% in UK funds. This approach has helped it outperform...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes