Multi-Manager approach wins Southern Charter two Raging Bull awards for risk adjusted performance

Ursula Maritz, CIO at Southern Charter

Investment Management firm, Southern Charter was awarded top honours at the recent Raging Bull awards for both their medium and high equity multi -asset class funds bearing testament to their multi-manager approach. Both the Southern Charter Growth Fund a

The Southern Charter Growth Fund was awarded the best domestic Asset Allocation Prudential High-Equity Fund, while the Southern Charter Balanced Fund was named the best Domestic Asset Allocation Prudential Medium Equity Fund.

When ranking the top performers on a risk-adjusted basis, the Raging Bull Awards make use of the PlexCrown system, which incorporates risk-adjusted returns and consistency of performance over five years.

The Southern Charter Growth Fund has an investment objective of CPI+7% and can allocate up to 75% in equities while the Southern Charter Balanced Fund has an investment objective of CPI+5% and can allocate up to 60% in equities. Both these funds are Regulation 28 compliant.

According to Ursula Maritz, CIO at Southern Charter, a focused asset-allocation process is key to the success of these funds. “We actively manage the tactical asset allocation of these funds based on the relative valuation of the major asset classes combined with in-depth analysis of the investment environment. We also add alpha through combining the most appropriate managers for the prevailing investment climate,” she says.

Mark Thompson, CEO and founder of Southern Charter who was key in was key in setting up the Southern Charter range of risk adjusted funds, says the firm generally prefers owner- managed boutiques with highly experienced teams and assets under management that don’t limit their investment opportunities. He also attributes Southern-Charter’s multi-manager approach to the sustained success.

“Our multi-manager approach enables us to research, select and monitor independent fund managers who we believe can outperform over the long term, continues to deliver results that help our clients achieve their investment goals. The overall performance of our funds reflects this philosophy; and is in line with our strategy to deliver market-beating risk-adjusted returns to clients across our entire range of funds,” says Maritz.