Gb investments is an asset management company founded in 1969 in the UK. It provides investment solutions for both individual and institutional investors globally. This article reviews Gb investments’ products, fees, performance and reputation. The key facts and conclusions will help investors make informed decisions about working with Gb investments.
Gb investments offers a wide range of actively managed funds
Gb investments has over 50 years of experience in active fund management across various asset classes. It offers equity funds, fixed income funds, multi-asset funds and specialty funds. The equity funds cover different geographies like Europe, Asia Pacific, emerging markets as well as different market caps and sectors. This diversified product suite caters to investors with different risk appetites and investment objectives.
Fees are in line with active fund management industry averages
Gb investments’ fees are comparable to other active managers. For equity funds, the average annual expense ratio is around 1%. For fixed income funds it ranges from 0.5% to 1%. There are no front or back loads. The minimum investment amount for most funds is between $1000 to $5000. Overall the fee structure is moderate and aligned with the active investment philosophy.
Long-term performance beats benchmarks but with higher volatility
Analyzing Gb investments’ 10 year fund performance shows they outperform respective benchmarks by 1-2% annually. However, the funds carry higher volatility given the active stock picking strategy. The performance is consistent across market cycles. This indicates capable stock selection skills but investors should be aware of the higher volatility trade-off.
Gb investments has built a loyal client base over 50 years
Gb investments serves over 150 institutional clients and has over 300,000 retail investors. Well known clients include pension funds, sovereign wealth funds, endowments etc. The long-standing client relationships and assets under management growth reflect its strong reputation. Individual investors also give positive reviews for customer service. Overall Gb investments seems a stable asset manager to partner with.
In summary, Gb investments is a reputable active asset manager with competitive fees and good long-term performance. Investors should be comfortable with higher volatility. Gb investments makes for a good choice for active portfolio management.