Ferguson Hyams Opportunities Fund
The Fund provides Investors with the opportunity to invest in the FHIM approved investment strategies (for Wholesale Investors only)
The fund proceeds will be used to subscribe for interests in a basket of strategies that have passed the FHIM evaluation process. The investments have a preference for trade logistics and commodities along with asset backed, secured fixed rate debt securities.
FHIM is considering the following criteria when selecting the Underlying Instruments comprising the underlying portfolio.
- Asset Backed
- Minimum daily traded volume
- Minimum 7-10% annual yield before costs
- Investment Grade profile
- Underlying instruments liquidity
- Return profile consistency
- Enforceable contractual rights
- Monthly or quarterly distributions
- Low correlation to global indices
- Scalability of the instrument
- Regulated and institutional counterparties
Our strategies are selected from around the globe, giving us wide selection of the best talent worldwide.
Our selected strategies have historically carried little or no correlation to each other or to equities. The strategies are asset backed, uncorrelated to equity markets, have capacity to scale with an increasing demand and operate in niche markets with long successful track records. These aspects are fundamental in keeping the investment volatility low with a continued fixed income return profile
FHIM is an Investment Manager whose mission is to find uncorrelated investment opportunities with a target of producing consistent returns to produce easily accessible products.
The investment opportunities are meticulously evaluated and target uncorrelated returns regardless of the direction of global equity markets with a primary focus on fixed income styled return profiles.
FHIM is regulated by the Australian Securities and Investments Commission (ASIC).
FHIM aims to provide investors diversification and an overall targeted reduction in volatility for an existing portfolio which typically depends on the stock markets continuing to rise to achieve returns.
There is a need for investment products that can deliver consistent targeted returns in volatile markets.
The Fund will use gearing when required to effectively manage the investments and underlying currency hedge while maintaining the annualised fixed income return objective. Adverse market moves may cause larger losses than if gearing had not been taken. The risk of not using gearing is that in favourable markets the market moves will cause smaller gains compared to if gearing had been used.
The Manager will satisfy redemption requests on a best endeavours basis. The fund is not typically liquid and has a lock-in investment term of 4 years. For example, you may not have liquidity (ability to sell out of the fund) until 4 years after the date of your initial investment. Australian Bond Exchange provide a market to trade in and out of the Fund which provides liquidity on a daily basis.
We employ three layers of Risk Control which are of paramount importance:
• Strategy level – Individual risk limits are defined for each Strategy risk mandate.
• Manager level – Direct access to the Manager of each strategy for updates.
• Platform level – Hard stop limits are set at the prime brokerage level.
Past performance is no guarantee or reliable indication of future results and all rates of return and past results provided herein are for historical comparison purposes only. Trading involves risk of loss and may not be suitable for all investors.
Any advice provided is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without considering the investment objectives, financial situation and particular needs (i.e. financial circumstances) of any particular person. You must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please ensure read and properly consider all related offer documentation to be fully informed regarding the key risks and costs.
Ferguson Hyams Investment Management is a boutique Australian global investment manager which identifies and exclusively engages uncorrelated strategies without geographical restriction.
FHIM is an investment manager whose mission is to find fixed income strategies with a great track-record of risk-adjusted returns and combine them to produce a diversified investment product.
The strategies have been selected from a rigorous evaluation process. They are verified and managed to mandate by Chief Investment Officer Gideon Hyams, a distinguished and high performing risk manager of top tier banks.
By combining uncorrelated fixed income strategies, we aim to produce a fixed annual return of 8% net of fees regardless of the direction of equity and other markets.
We are regulated by the Australian Securities and Investments Commission (ASIC).
Risk-managed by CIO Gideon Hyams, a former investment bank Managing Director with 20 years of trading and risk-management experience for one of the world’s largest FX Option books.
Luke co-founded Ferguson Hyams with Gideon Hyams with a view to offer investors a genuine alternative product in liquid markets. One of Luke’s key roles is to oversee the business operations and capital raising arm of the enterprise.
Luke develops and deploys the risk management framework and related risk procedures to ensure integrity and effectiveness in managing appropriate risk across the investment management and business framework.
With extensive industry experience, both operationally and strategically since 2009, Luke provides leadership within a culture that is enjoyable, inclusive, respectful and client driven.
Luke has an RG 146 in Managed Investments, Foreign Exchange, Derivatives and Securities and is the responsible manager on the AFSL.
Co-Founder of Ferguson Hyams, Gideon has a distinguished career as Managing Director at UBS, with 17 years’ experience in London and Zurich in roles ranging from Currency Derivatives Trader, Risk Manager, Proprietary Trader, and European Head of Currency Options. Gideon has an outstanding record of investment performance, including managing one of the largest derivatives portfolios in global markets containing over 10,000 option and FX spot positions.
Winner of the prestigious Risk Magazine Currency Derivatives House of the Year Award multiple times, Gideon was the youngest ever person at UBS to be promoted to Director and later became Managing Director, before co-founding Ferguson Hyams.
Gideon has a Degree in Physics from Oxford University.
Scott Charaneka is one of Australia’s foremost lawyers in the Financial Services sector and is an industry leading financial services lawyer with over 25 years’ experience. He is a regular speaker at conferences, has designed key training programs for boards and responsible officers and is a guest lecturer at UNSW law school. Scott has comprehensive experience in business establishment, licensing, governance, administration, distribution, restructuring, investment, and tax matters associated with superannuation, funds management and life insurances.
Scott has a Bachelor of Arts – UNSW; Bachelor of Laws – UNSW; Graduate Diploma in Applied Finance and Investment – FINSIA; and is a Fellow of the Association of Superannuation Funds of Australia.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.fergusonhyams.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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