What's New In Investments, Funds? - J O Hambro Capital, Aberdeen Standard Investments, Other

Editorial Staff

3 November 2020

J O Hambro Capital
Regnan, the freshly launched responsible investment affiliate of has partnered with CCB International Asset Management, part of CCB International (CCBI), to launch a new Belt and Road bond strategy.

The pact “marks the start of a strategic partnership between the two firms, which aims to collaborate on product innovation and investment research,” ASI said in a statement yesterday.

The new strategy is called the Aberdeen Standard SICAV I – ASI - CCBI Belt & Road Bond Fund. Domiciled in Luxembourg, it invests in bonds issued by governments, government-related bodies and companies which could potentially benefit from China’s Belt and Road Initiative. The BRI was introduced by the Chinese government in 2013 to promote the land and sea connectivity along Asia, Europe, the Middle East, and Africa. It is seen as a way for China, the world’s second-biggest economy, to project its economic and political power across the globe.

ASI said that at least 80 per cent of the fund will be invested in dollar-denominated emerging market debt, including frontier market bonds. It is benchmark agnostic and will have significant exposure to Asian and China credit.

The fund will be managed by ASI’s Asian fixed income team, with support from the wider emerging market debt team. CCBIAM will act as an investment advisor.

RM Funds
UK-based , a specialist firm concentrating on alternative investments, has launched the VT RM Global Real Opportunities Fund.

The fund concentrates on generating stable income and capital growth by investing in real assets and equities in developed markets linked to long-term growth forces, such as digitalisation of the industrial world, the sustainability agenda for energy and renewables, and socio-demographic changes influencing education, healthcare and social infrastructure.

The fund has a growth bias in addition to its income target and will aim to pay a dividend distribution of between 3-4 per cent per annum (distributed quarterly), with the potential for further future growth. There is an annual management charge of 0.65 per cent on the charge, with ongoing charges capped at 0.75 per cent for institutional investors.

“This has been an extraordinary year and we are all facing a ‘new normal’, not least investors who are navigating the minefield of asset price volatility, increasing geo-political risks, the deepest economic contraction for generations and a persistent low yield environment which is likely to continue late into the decade,” Pietro Nicholls, Portfolio Manager, RM Funds, said.