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Press Release: Blu Income Three Year Anniversary

13 Nov 2019

 

Blu Family Office is delighted to announce the three year anniversary of The Blu Income Fund which launched on 1st November 2016.

 

In the subsequent 36 months, the Fund has generated a total net return of 18.85% with no negative performing months, despite volatility in equity, bond and currency markets.

 

Strategy Highlights (Class C GBP):

 

  • Average annual return: 6.28%

  • Total net return: 18.85%

  • Annualised volatility: 0.62%

  • Correlation to MSCI World: 0.06

  • Exposure to 3000+ private loans, across 40+ countries & 14+ industries

 

Commenting on their milestone, Nick Rees, CEO & PM, noted: “The Blu Income Fund was launched to satisfy our families’ & clients’ need for a steady fixed income return stream. With interest rates remaining at historic low levels, our strategy of lending capital on a 12-18 month time frame and on a fully secured basis, has offered a compelling alternative, which has significantly outperformed the corporate bond markets with no associated market volatility. The fund offers substantial diversification and we believe should form part of any private client or institutional investment portfolio.”

 

Notes to Editors

 

About Blu Family Office Ltd

 

Blu Family Office was founded in 2010 to manage the assets and affairs of a single family. Since then, we have broadened our mandate to help others invest, grow, protect and pass on wealth to the next generation. The principals are members of business families and have first hand, multi-generational experience in investing, trading and wealth management.

 

Enquiries:

 

Tom Tardif: +44 (0)208 166 1223 or tom.tardif@blu-fo.com

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