RAW Insight

5th birthday celebration for the RAW Mortgage Fund!

We are delighted to celebrate the five-year anniversary of the RAW Mortgage Fund. The Fund, managed by Tim Parkes since inception, marked this anniversary by hitting a 12 month rolling return of 4.42%, another record!
 
Since inception the Fund has delivered 21.26% to institutional investors, consistently delivering positive returns and protecting investors from volatile markets.

It was time for a slice of cake with a few candles!
 

The First Five Years in Review - Highlights
 

 
 What we have learned along the way
 

 

Looking ahead



While much has changed in the last few years, our investment objective - to deliver attractive and consistent returns and a high level of capital security - has not.
 
There may be troubled economic times ahead, however we are confident that our thorough and consistent approach, with careful consideration of ways to reduce and mitigate risk, will continue to provide consistent risk-adjusted returns to long term investors and welcome the opportunity to speak with investors about how the strategy may work as part of their clients’ portfolios.
 
Anyone for cake?

RAW Mortgage Fund returned 4.42% for institutional investors, 3.90% for smaller investors and 3.37% for monthly dealing investors in the rolling 12 months to end May 2020

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