Taube Hodson Stonex (THS Partners) has launched an investment platform which gives retail investors and wealth mangers direct access to its £585 million flagship International Growth and Value fund for the first time.
According to the company, investors will be able to access this fund directly following the fund manager’s creation of ‘X class’ shares.
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The fund will not have an initial charge and will have an annual management charge of 0.75% with a minimum investment of £2,500.
The fund’s X Class shares will be available to retail and institutional investors via the THS website and Interactive Investor platform.
The fund, which is launched in 1999, invests in equities with its principal focus across the UK, the US and Japanese markets.
The firm said that the fund is not managed against a benchmark but has outperformed the MSCI World Index by 3.7% per annum since inception after fees.
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By GlobalDataThe fund will be rolled out across other investment platforms over the coming months.
Cato Stonex, founder and fund manager at Taube Hodson Stonex, said: "The reputation of the sector as long-term custodians of wealth is under increasing scrutiny and UK and European-based asset managers need to respond accordingly.
"Numerous US active managers have reduced fees to meet client demand yet returns for the average European investor are consistently undercut through higher charges. Even an annual management fee of 1.25% – a rate adopted by some of the lower-cost managers – is proven to significantly drive down returns when applied on a compound basis," Stonex added.
