NWQ Fiduciary Fund debuts on key retail investment platforms
Rapidly growing boutique funds management firm NWQ Capital Management (“NWQ”) is pleased to announce its flagship NWQ Fiduciary Fund has been added to two major retail investment platforms, opening up the top-‐performing fund-‐of-‐hedge-‐fund (FOHF) vehicle to a broader range of financial advisers.
The Fiduciary fund has been added to the Investment Menus of the Macquarie Wrap and HUB24 investment administration platforms – which collectively administer in excess of $63 billion in assets on behalf of retail investors, subject to advice from financial advisers.
NWQ Managing Director Stuart McClure said the Fund’s inclusion on the platforms positioned NWQ to respond to the strong demand it was fielding for the vehicle from advisers.
“Advisers we speak to are looking to take a best practice approach to risk management to improve the probability of achieving their clients’ financial goals,” said Mr McLure.
“They understand the benefit to their clients of equity market neutral investing, particularly in this low return environment which remains clouded by significant macroeconomic risks.”
Mr McClure said NWQ would continue to broaden the availability of the Fund.
“We have significant demand from independent financial advisers using a range of Wrap platforms,” he said.
“We are working through the due diligence process with these platforms, and expect to make further announcements in due course.
“Advisers continue to express appetite for a broader choice of risk-‐managed strategies. Our inclusion on the Investment Menus at Macquarie and HUB24 is a step forward in addressing this need.”
The Fiduciary Fund has been recognised as a top performer in the Asia Pacific region by the influential Eurekahedge research house, being named as the top-‐ranking vehicle for risk-‐adjusted performance among regional FOHF investment products for the past two years in a row.
The ranking gives NWQ top billing among 45 peers investing in hedge funds in the Asia Pacific region, excluding Japan.
The Fund is also a high achiever in terms of global performance, ranking number 19 worldwide in 2015 for risk-‐adjusted returns amongst fund-‐of-‐funds using a similar investment strategy, and number 34 against all 982 fund-‐of-‐funds.