iM Global Partner’s new iMGP DBi Managed Futures fund seeks to generate long-term capital growth by replicating the pre-fee performance of a representative basket of leading managed futures hedge funds.
Hedge Fund Replication at a Lower Cost
Managed futures hedge funds (also known as CTAs) have a low or zero correlation to other major asset classes, which means they can offer attractive diversification benefits during periods of market stress. Using quantitative models, these funds seek to identify the key trends and trades in financial markets. However, many hedge funds take a large portion of the returns in the form of high management and performance fees. The new iMGP DBi Managed Futures fund, managed by our Partner, Dynamic Beta investments, provides exposure to this style of investing by replicating the major positions of a basket of leading CTAs through futures contracts in equities, bonds, commodities and currencies, but with lower fees.
Find out more about managed futures and DBi.
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Dynamic Beta investments
Dynamic Beta investments is the sub-advisor to the iMGP DBi Managed Futures fund. It specializes in building portfolios that aim to outperform leading hedge funds by identifying, and investing in, the key drivers of pre-fee performance.
DBi focuses on replicating portfolios of leading hedge funds across three categories: multi-strategy, equity hedge and managed futures. It currently manages four UCITS funds, two US ETFs and other vehicles.
Leverages the talent and resources of some of the world’s most sophisticated equity long/short hedge funds to deliver equity-like returns with lower risk over time.
A proven diversifier with low correlation to equities to target capital protection during periods of market stress.
A diversified portfolio that seeks to match or outperform a diversified portfolio of leading hedge funds across event-driven, relative value and equity long/short strategies.
iMGP Stable Return FundUCITS
The iMGP Stable Return fund seeks absolute returns with a volatility close to 5% over a full market cycle replicating leading Managed Futures and Equity hedge funds. With a 65% allocation to Equity Hedge and 35% to Managed Futures, it is an all-weather strategy offering potential protection during periods of market stress.
SEI Liquid Alternative FundUCITS
The SEI Liquid Alternative fund is an award-winning diversified hedge fund solution that targets absolute returns by replicating the core trades of 70 leading hedge funds. Structured as a UCITS fund, it offers daily liquidity, no minimum investment and competitive fees.
iM Global Partner
We are a global asset management network built on trust, respect and integrity, scouring the globe for the most talented investment companies and individuals. Our clients include institutional investors, financial intermediaries and wealth advisory platforms. Founded in 2013, we have US$35 billion in assets under management (as of 31 December 2022) and operate in 11 global locations.
What We Do
We select proven investment managers — our Partners — and through a non-controlling stake, they benefit from a strong financial and operational relationship with us, and gain access to our global resources and distribution capabilities.
Research & Investment
We have strong research, due diligence capabilities and investment expertise that enable us to acquire long-term minority ownership in some of the best independent traditional and alternative active managers.
We build long-lasting relationships with our clients and pride ourselves on our high standards of excellence in execution and service, ensuring that we offer them a wide range of robust investment solutions.
We construct, manage and oversee a well-curated and diversified range of active products that are delegated to our selected best-in-class investment teams.
Please contact your sales representative or email us for more information.