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SWIP Multi-Manager seminars

Join Mark Harries, Head of Multi-Manager at SWIP for one of a series of seminars that he is holding across the country.

Register for Multi-Manager seminars

The SWIP Multi-Manager team has provided consistently strong performance over the recent, difficult years. Their cautious approach to management has led to the Funds being A-rated by OBSR. In 2009 the flagship Multi-Manager Diversity Fund returned over 17%* maintaining a broadly-diversified position whilst only holding approximately one-third in equities.

Mark and Co-Manager Simon Wood are both A-rated by Citywire**. He is an experienced and authoritative speaker and previous events have been very well received. I know you will enjoy his investment insights and interesting views on the fund management industry and his analysis of the continuing uncertainty in the markets.

Agenda:

  • a look back at 2009 and views on 2010 and beyond
  • portfolio management strategies within multi-asset funds
  • an analysis of major asset classes, including equities, bonds, property and hedge funds.
  • questions and answers / wider debate

Date Seminar type Registration time Venue
Tues 23 March Lunch 12:30 for 13:00 start Mere Golf & Country Club, Knutsford
Wed 24 March Breakfast 8:00 for 8:30 start Oulton Hall Hotel, Leeds (Claret Jug Restaurant)
Thurs 25 March Lunch 12:30 for 13:00 start Holiday Inn, Nottingham

Register for Multi-Manager seminars

 

*Source: Lipper, mid to mid, net of fees and tax as at 31 December 2009
**Source: Citywire, based on 3 year risk-adjusted returns for the period 31/12/06 to 31/12/09

 

Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).