Clarion | MitonOptimal CI

Our most recent Clarion Funds Performance Update report is now available online. Performance “On a 12-month view (Fig.1), the Fund has outperformed its main peer group the FE Offshore Flexible Universe and also the FE Offshore Balanced Universe, the latter of which is used by Argyll for internal performance monitoring purposes. Much of the relative out-performance has come from our [Read More]

The 2011 1th quarter fund performance commentaries are now available for our clients to download. This commentary document is to enable investors to drill down and gauge the individual performance of each aspect of their portfolio. To download a .pdf version of this document, please click on the link below. [download id="97"] [Read More]

The 2010 2nd quarter fund performance commentaries are now available for our clients to download. This commentary document is to enable investors to drill down and gauge the individual performance of each aspect of their portfolio. To download a .pdf version of the quarterly Portfolio Funds Report for Qtr 2, 2010, please click on the link below. [download id="33"] [Read More]

The 2010 1st quarter fund performance commentaries are now available for our clients to download. This commentary document is to enable investors to drill down and gauge the individual performance of each aspect of their portfolio. For a .pdf version of the quarterly Portfolio Funds Report for Qtr 1, 2010, please click on the link below. [download id="29"] [Read More]

“Net retail sales of fund of funds soared to their highest ever level in Q3 to £1.4bn, more than four times the £297m recorded in the same period last year. The most popular fund of funds sector during Q3 was Unclassified, accounting for net inflows of £412.9m, followed by Cautious Managed on £362.3m, according to IMA figures. In total, sales rose 17% on Q2’s figure of [Read More]

In the midst of the banking crisis and resulting liquidity shortage in world markets the Clarion Absolute Return Funds have taken a change of direction, and with it a change of name. Argyll manages its alternative strategies (ie non-traditional asset classes such as long/short equity and derivatives) on a pooled basis in these funds, but it is recognised that in times of extreme market movement [Read More]

Argyll launches Clarion Growth+ funds The aftermath from recent market upheaval has created numerous opportunities for shrewd bargain-hunters. To meet investor demand, Argyll has now replicated the high growth section of its portfolio as a class fund of the Clarion Multiclass Fund, denominated in Sterling or Euros. A US Dollar version is expected to launch shortly. In this model, Argyll [Read More]

The ‘portfolio insurance’ held throughout the Clarion fund range once again had the opportunity to shine in November (with a 65% gain), helping produce good results in an otherwise difficult month. [Read More]

Following the successful launch of the US Dollar Balanced Class Fund in June of this year, Argyll is pleased to announce that a Euro equivalent has now been established within the Clarion stable. This addition to Argyll’s Unit Trust range means that the business offers funded solutions in three major currency classes (Sterling, US Dollar and Euro). Embraced within these funds is [Read More]

Testing conditions in equity markets at the end of July provided ideal conditions for our specialist portfolio insurance holding to flourish. Argyll’s growth portfolios defied the general market trend to deliver positive returns over the month thanks to a 43% jump in the price of Clarion Short Delta Fund. Exceptional performances from a number of equity holdings (five of our eleven [Read More]

Fund Management | Portfolio Management | Pension Management