Investment Management
We offer various collective investment vehicles, including both UCITS and Alternative.
UCITS Funds
Albemarle Funds plc
Albemarle Funds plc is an investment company with variable capital incorporated under Irish law, EU harmonised and authorised to operate in compliance with UCITS regulations. Albemarle Funds plc is an umbrella structure, comprising of funds with varying degrees of risk.
Documentation
Target Italy
Long-only Italian equity fund targeting quality companies at attractive prices
Documentation
Target Europe
Long-only European equity fund targeting quality companies at attractive prices
Documentation
Euro Flexible
Long-only European equity and bond fund seeking capital appreciation
Documentation
Euro Bond
European-focused corporate and government bond fund employing a quantamental investment strategy
Documentation
Longevity
Long-only thematic equity fund targeting companies set to benefit from an ageing European population
Documentation
Alternative Funds
Albemarle Alternative Funds plc
Albemarle Alternative Funds is an investment company with variable capital based in Ireland, authorised to operate under QIAIF regulations and aimed at qualified and institutional investors. Launched in 2008, these funds have a medium/long-term return objective.
White Rhino
Alternative Fund, winner of HFM Award.
Documentation
Eagle
Alternative Fund with a long-term capital growth.
Documentation
Eterna Blockchain II
Alternative Fund investing in early stage blockchain technology-related companies.
PW Portfolio Feeder
Alternative Fund feeding into PW Portfolio
Documentation
Icav Funds
Apsley Fund ICAV
We also serve as a global distributor for Apsley Fund ICAV, an Irish collective asset management vehicle constituted as an umbrella fund with the below sub-funds:
Documentation
The Optima STAR Long Fund
The Optima STAR Long Fund is a ‘best ideas” UCITS fund investing in the highest conviction positions of a select group of US equity hedge fund managers. The fund invests across all industries and sectors through growth, value and opportunistic strategies.
The Optima Lloyd George Asia Fund
The Optima Lloyd George Asia Fund is a UCITS fund with the objective of generating superior returns over a market cycle by investing in Asian equities while seeking to reduce volatility through selective hedging. Key markets include China, India and the Southeast Asian countries (including Indonesia, Singapore, Vietnam and Thailand).
The Target Global Equity Fund
The Target Global Equity Fund is a UCITS fund with the objective of achieving long-term capital growth through a predominantly global equity strategy with moderate fluctuations.