Wealth manager’s portfolio funds reach 10-year milestone

Cheshire-based wealth manager Clarion Investment Management has  celebrated the 10th anniversary of its portfolio funds with total assets of more than £90m.

The anniversary marks a decade of strong performance and risk-adjusted returns for the three funds – Clarion Prudence, Clarion Meridian and Clarion Explorer.

The Alderley Edge firm said since its launch in 2008, Clarion Explorer has delivered annualised returns of 7% net of fees with a 100% increase in the unit price.

The investment return achieved by Clarion Meridian, the portfolio’s balanced fund aimed at more cautious investors, is not far behind with a total unit price increase of more than 90%.

The returns achieved by the lowest risk fund, Clarion Prudence, show a unit price increase of more than 60% over the same time frame.

Ron Walker, founder of Clarion Wealth and its portfolio funds, said: “Over the last 10years, our funds have proved to be robust and have continued to deliver a strong performance in relation to their risk profiles.

“We are especially pleased to see the unit price of our Explorer fund increase by around 100% since its launch, providing a solid return on investment for our clients who seek capital growth.”

Chairman of Clarion Wealth’s investment committee, Keith Thompson said: “This anniversary is a testament to our highly rigorous and disciplined investment approach.

“The unit price of our Explorer fund has almost doubled since inception in part due to the overweight exposure to Asia and Emerging Markets – both areas have continued to perform strongly and are the main driver behind the fund’s positive relative returns.

“Risk and reward go hand in hand – our Portfolio Funds are primarily designed around our clients and their risk profiles, whilst also being attractive to investors who enjoy controlled risk with an eye on opportunity. A robust and diligent selection process of the
underlying holdings and fund managers has helped to deliver the impressive returns achieved by all the Clarion funds. Being invested in the best geographical area with the best fund manager for that area is paramount to achieving the best risk adjusted returns for our clients”

“We continually monitor the performance of the Funds to ensure that they support the lifetime cashflow strategies of our clients. We remain positive that the good investment returns in recent years should continue.”

Total assets under management are more than £180m split between the three portfolio funds referred to above and a range of segregated model portfolios which are managed on a discretionary basis.