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I was first introduced to LM Investment Management Limited by an institution on May 2008. It was to be offered to high networth or Accredited Investors. It was an Australian fund manager. The fund that was introduced to me was the LM Currency Protected Australia Income Fund. The returns were generally 100bps more than the standard fixed deposit rates as shown below: Despite its attractive … [Read more...]

Vanguard is the world’s most famous index fund provider. Vanguard came to our office a few years ago but nothing happened after that. My problem with them is that their funds required a whopping minimum of USD 100,000 or EUR 100,000. It is impossible to construct a diversified portfolio with such a large entry level. Moreover, their funds were not on any of the platform. So, it was impossible … [Read more...]

The Platinum All Weather Fund invested in complicated derivative transactions. The fund shorted out-of-the-money 'calls' on the S&P 100 index stocks and the long out-of-the-money 'puts' on the index. The underlying fund manager was impressive. It was reported that since 1990, the fund manager delivered decent returns with low volatility. With such long track record, it must be a good … [Read more...]

The Castlestone Collection of Modern Art fund was launched in March 2009.  It invested in a diversified collection of museum-quality Post-War Art. The art pieces were non-producing/deceased artists with established secondary markets (Christie’s/Sotheby’s). This fund was only offered to Accredited Investors. The Castlestone Collection of Modern Art was an open-ended mutual fund, 8-year … [Read more...]