City Asset Management (CAM)

Website:  www.city-asset.co.uk

Introduction

City Asset Management specialise in ‘real return investing’. Our portfolios are all managed on an Inflation plus approach - for example Real 4 targets returns of CPI + 4% per annum and aims to outperform inflation plus 4% per annum over the investment cycle. Our award winning approach aims to grow our clients’ real wealth at a risk level appropriate to them and is generally more suited to clients who have either accumulated wealth, have a lower capacity for loss, are nearing, or are in retirement.

Models

CAM invests on a true multi–asset basis, using a wider range of investment instruments than most Discretionary Investment Managers.  We are free from the constraints of managing around a fixed asset allocation and can therefore use a client’s risk budget more broadly.

CAM’s models are mapped to DT and Finametrica and have a 5 year track record. There are four models available which map to DT3 through to DT6. These mandates aim to outperform, CPI +2% / CPI+3% / CPI+4% / CPI+5% - for simplicity they are named Real 2, Real 3, Real 4 and Real 5.

We have consistently won 5* awards from Defaqto on both model and bespoke investing.

Real return investing is a client outcome focused approach.

Rebalance schedule

Monthly

Charges

0.25% + VAT = 0.30%

Contact details

Railene Waters:

Railene.waters@city-asset.co.uk

07834 168111

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