Multi Asset Funds

Investment Week Specialist - Investment Awards Winners. Boutique Management Group of the Year (Multiple Strategies)All our Funds are managed with a multi asset, fund-of-funds based approach using collective investments, including investment trusts, to gain access to opportunities across a broad range of asset classes.

We offer three funds:

  • MI Hawksmoor Vanbrugh Fund– designed to be a core holding for investors looking for a one-stop solution for long-term total returns, managed with an eye on downside risks.
  • MI Hawksmoor Distribution Fund – applies the same investment methodology, but with a slightly higher level of risk taken to ensure the consistent delivery of an attractive yield for investors.
  • MI Hawksmoor Global Opportunities Fund – intended for risk-tolerant investors prepared to accept a more volatile ride as a trade-off to improve their chances of achieving superior levels of total returns over the long-term.

All of our Funds are subject to the same rigorous investment process, but their different equity exposure parameters mean that they are suitable for investors with different tolerances for risk.

Equity Exposure Parameters - Vanbrugh, Distribution an dGlobal Opportunities

Who we are

Our experienced team of Daniel Lockyer, Ben Conway and Richard Scott has combined experience of over 40 years managing retail funds-of-funds, and has worked together at Hawksmoor for over eight years. The strong track records of our Funds since their respective launch dates build on the earlier good track records of Daniel Lockyer and Richard Scott, who both won leading industry awards for managing fund-of-funds with their previous employers. Their awards included the Investment Week Cautious Manager of the Year Award in 2008, and the Fund Strategy /Citywire Funds Insider Awards in 2002 for both International and Global Growth categories.

We invest alongside your clients

As experienced fund managers, we invest our own money (and that of our friends, families and the directors of the company) in our Funds – therefore your clients’ interests as investors are aligned closely with ours.

We keep you and your clients informed

Our investment strategies and processes are transparent and accessible. You can expect to receive

  • Monthly factsheets
  • Quarterly reports (showing a full list of Fund holdings, market commentary, portfolio performance and dealing activity)
  • Ad-hoc research pieces on matters affecting the industry or specific areas of the market.

The Fund Managers hold regular webinar updates about the Funds. This is your chance to ask any questions you might have about the Funds directly to the Fund Managers themselves. You can take part in the webinars live, or if it is more convenient, by listening to a recording. The webinars qualify for CPD, and you can register to access them on the BrightTalk platform.

We provide a top-level service, not just a product.

We keep your clients’ money safe

We outsource the custody of your assets to Northern Trust, one of the largest banks in the US with over $8 trillion in assets under custody.

We also use the services of Maitland to act as Authorised Corporate Director (ACD) and provide administrative support (e.g. account opening and settlement of trades) so that we can focus on managing your investments. Maitland Group is fully independent, administering funds for multiple investment managers, with over $250 billion in assets under administration.

Northern Trust, Maitland and Hawksmoor Fund Managers are all registered with the FCA.

Vanbrugh Fund

Our award-winning Vanbrugh Fund is designed to be a core holding for investors looking for a one-stop solution for long-term total returns, managed with an eye on downside risks.

Distribution Fund

Our award-winning Distribution Fund is designed as a core holding, but with a slightly higher level of risk to ensure the consistent delivery of an attractive yield for investors.

Global Opportunities Fund

Our Global Opportunities Fund is intended for risk-tolerant investors prepared to accept a more volatile ride as a trade-off to improve their chances of achieving superior levels of total returns over the long-term.

Resources for Professional Advisers

If you are a finance professional, click here for guides and brochures that explain our services, and application forms. You can also find archived factsheets, commentaries and quarterly reports.

Get in touch

David Chapman

Business Development Manager - Funds

Exeter Office

Tel: 07384 114953

Email David

Hannah Isaac

Head of Fund Operations

Exeter Office

Email Hannah

Managed Funds

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