Bloxham

Asset Management

Our Asset Management team is involved in the development and ongoing management of investment funds.

We aim to add value for investors through objective analysis and innovative strategic thought. Our team has a strong background in product development and investment management and combines traditional investment vehicles with new ideas in building client solutions.

Our specialist range of funds can be used individually to complement your existing investments or can be used together to satisfy your entire equity investment. In working with private clients to develop share portfolios, we have found that style based investment makes more sense to investors. Since few have a real understanding of international economics, choosing an investment portfolio from a list of regional equity funds can be daunting. In our style based funds, region is secondary and the nature of the stock or its business is most important.

Our Funds:

  • Conservative Income & Growth Fund – A low risk, return-seeking fund that is ideal for conservative investors
  • Defensive High Yield Fund – Designed to to offer clients equity type returns BUT with reduced levels of volatility (or risk).
  • Split Deposit Inflation Bond – Designed to generate a dynamic return, match inflation and maintain purchasing power
  • Midas Global Fund – A fund designed to deliver a positive return irrespective of how the market is performing.
  • High Yield – Invests in strong stocks with above average dividend yields
  • Discovery – Invests primarily in medium sized Pan European and US companies to achieve long-term capital growth
  • LOGIC – An actively managed mix of funds chosen from the extensive Irish Life range
  • Trilogy II – The fund is composed of three parts: Geared property, High Yield equities and Corporate Bonds
  • Global Alpha – Invests in funds managed by the most talented managers
  • Geared High Yield – Offers a unique opportunity to use the low cost of borrowing to invest in an attractive portfolio of high yielding equities

If you are interested in investing in the Bloxham funds please contact your independent financial advisor.

You can also access these funds through Irish Life or New Ireland directly.

If you are a Bloxham client please contact your portfolio manager for further advice on our range of funds.