SVS RM Defensive Capital Fund (RMDCF)

For more information on SVS RM Defensive Capital Fund (RMDCF) please contact:

James Robson
Chief Investment Officer
email James

James Satterthwaite
Head of Distribution
email James

 

Fund Summary

Listing
UK

Structure
Open Ended Investment Fund UCITS

 

Introduction and overview

SVS RM Defensive Capital Fund (RMDCF) is a defensive all-weather strategy investing in best ideas across the alternatives space on an unconstrained basis.

The fund seeks to meet its investment objectives by investing in assets that are hard for investors to access directly, using the expertise of the RM Funds alternatives platform.

The strategy is to be acquired by RM Funds and has a strong long-term track record.

 

Download press release here:

Press release SVS RM DCF

 

 


 

Frequently asked questions:

 

Who are RM Funds?

RM Funds are an alternative investment manager, with offices in Edinburgh and London. RM manage public and private investment strategies that focus on alternative assets.

Why is this happening?

RM have acquired the DCF strategy as it is well-placed to reside within a dedicated investment management firm, with RM having a successful track record in managing alternative investments. The firm is keen to preserve the legacy established in the strategy to date, whilst committing enhanced resources from both an investment and sales perspective.

Will the existing portfolio manager remain as the manager of the assets?

Yes, Dr Niall O’Connor will move to RM Funds and will remain as Portfolio Manager. He will be supported by an investment team with extensive experience in the asset class.

Will there be any change to the focus of the fund?

No, the fund has established a successful track-record and RM Funds can assure investors of continuity of the strategy and investment themes.

What is the timescale?

Subject to FCA approval, RM Funds and Brooks Macdonald are seeking to conclude the scheme of arrangement on 31 October 2024.

What will happen to my fund holdings/units and are there any tax implications?

They will become new units within the SVS RM Defensive Capital Fund.

 

Any further questions please contact james.satterthwaite@rm-funds.co.uk

 

James Robson
Chief Investment Officer


Read biography

James Robson

James has over 20 years of experience investing and trading bonds and loans. As CIO James is responsible for the firms investment and risk management across the portfolios sitting in the Risk and Investment committee. In addition, James has a particular focus on the firms private credit strategies and is lead portfolio manager on RM Secured Direct Lending.

 

James Satterthwaite
Head of Distribution


Read biography

James Satterthwaite

James has been working at RM since 2010, and heads up the firms distribution function. Having significant experience in the fixed income and credit space, James is ideally suited to understand the needs of the income investor.

Previous to this James worked at Barclays Capital, serving institutional fixed income investors with access to primary and secondary market investment opportunities.