The RSMR monthly fund update - the new recruits from our November review

30 Nov 2021

The RSMR monthly fund update - the new recruits from our November review

Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval. 


Here are the new recruits from our November review: 
Valu-Trac RM Alternative Income Fund

The VT RM Alternative Income fund invested in a diversified liquid portfolio of globally listed security offering investors exposure to real assets and seeking to deliver an attractive and stable income returns. The team are seeking investment that can offer a 7-8% return per annum with at least half of that emanating from income. This is an income orientated fund and the managers focus their attention on how income is generated and the counterparties they face when investing. The quality of assets as well as management teams is assessed alongside the cashflows for each company invested in. The fund is a diversified portfolio of real assets with the majority of investments having some linkage to inflation. The team are active in their approach and seek out strong risk adjusted returns for fundholders through a core/satellite approach in order to meet income and total return targets.                    

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The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

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