Octopus calls for more hedged share classes

Laura Dew
clock • 2 min read

Oliver Wallin, multi-manager investment director at Octopus Investments, has called for more providers to offer hedged share classes on their funds.

With monetary easing taking place in both Japan and, to a lesser extent, Europe, both the yen and the euro have been weakening in recent months, particularly against the US dollar. Wallin (pictured) said his portfolios had been boosted by the decision to hold the hedged share classes of the Polar Capital Japan and Verrazzano Advantage European funds. “We mainly use the hedged classes in Europe and Japan. They can be hard to find, but add an extra dimension to the portfolio if they are available,” he said. “[Hedged share classes] are not so plentiful in other areas though, and I do ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Capitalising on the growing alternative lending market

Partner Insight: Capitalising on the growing alternative lending market

Private Credit, a nascent and rising asset class for wealth portfolios but one that is close to ubiquitous amongst institutional investors, can offer stable, high yielding returns and reduced volatility compared to traditional fixed income, says Michael Massarano, Partner and Deputy CIO at Arcmont Asset Management, an investment-affiliate of Nuveen.

Michael Massarano, Partner and Deputy CIO at Arcmont Asset Management, an investment-affiliate of Nuveen
clock 01 April 2025 • 6 min read
Stories of the week: FCA, Cash ISAs, and AIM

Stories of the week: FCA, Cash ISAs, and AIM

FCA to cut down on regulation; Cash ISA 'hoarding'; AIM could thrive alongside PISCES

Sarka Halas
clock 28 March 2025 • 1 min read
Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

Key issues for selection teams

Katrina Lloyd
clock 27 March 2025 • 10 min read
Trustpilot