Castlestone Management

Castlestone Management Group is an independent fund manager. They specialize in providing alternative assets for clients globally. They offer a broad range of funds, structured around assets including gold bullion, precious metals, commodity and stock indexes, currencies, hedge funds, property and art.   

What we do

Castlestone Management’s mission is to deliver stable, long-term profits to clients, minimizing risk while capturing market opportunities in the most effective way. They have been managing clients’ money for more than a decade, and through their family of offshore and UCITS compliant funds, the company has earned the respect of investors across the world for its innovative alternative products, long-term investment results and high quality of customer service.

Our history

Castlestone Management was founded in December 1996, initially as a family office, by fund manager and joint chief investment officer Angus Murray, a former president of Macquarie Bank (USA) and co-head of the international equity department of NatWest Markets USA. We began managing alternative assets in October 1997, and since then have built up our unique expertise in structuring investment products. Today, we have operations in five continents, with principal offices in London and New York.

Our clients

Castlestone Management’s clients are individuals and large institutions. Our funds are available to financial intermediaries, companies, private banks, life insurance providers, and their clientele around the world. More than 400 partners worldwide distribute our tailored investment products, and we offer an attractive fee structure designed to maximize investor returns.

Our Philosophy and Expertise

Diversification

At Castlestone Management, we believe that a well-diversified portfolio, comprising alternative investments such as commodities, hedge funds and art, along with traditional assets like stocks and bonds, will enable investors to make the best returns while minimizing risk. From focused investments in gold and precious metals to less-orthodox assets such as water, alternative energy and art, our products offer exposure across a truly diverse range of investment opportunities.

Experience & Strategy

Our team of experienced portfolio managers are continually developing innovative structures designed to achieve superior returns across the investment spectrum. Our fund management team members together have more than a century’s worth of experience   in financial markets, enabling us to proactively recognize and invest in new opportunities as they arise. This wealth of knowledge also gives us valuable insight into the impact of market conditions on fund performance and genuine wealth creation. Our portfolio managers have a consistent track record of achieving positive absolute returns with low volatility.

Transparency

We communicate consistently with our intermediaries and their clients, through monthly performance updates and regular research reports on the performance of the financial markets and their potential impact on our funds. In addition, we host seminars and events for our financial intermediaries and clients, designed to enhance their understanding of the markets, our funds, and their portfolios. Our goal is to keep our clients fully informed about their investments and help them make the most informed decisions possible about which funds best meet their investment needs.

Value

We believe in charging reasonable fees for our products, delivering a greater percentage of returns to the investors than most alternative investments. Removing many of the prohibitive charges generally associated with structured products enables us to maximize capital generation for our investors. That’s just one of the reasons that 100% of our growth has been organic.

Our funds

We offer investors a wide range of funds to choose from. Each one has unique attributes carefully built in to its structure to meet specific needs and to allow for portfolio diversification. Whether your priorities are long-term stable returns, swift access to your investments, or targeted exposure to specific assets classes, Castlestone Management will have a fund that is right for your fund or your clients.

Castlestone Management Funds List.

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Commodity Funds

Aliquot Gold Bullion
Aliquot Precious Metals Portfolio
Aliquot Agriculture Fund
Aliquot Commodity Fund
Aliquot Active Commodity Index (UCITS) Fund
Aliquot Agriculture (UCITS) Fund

Multi Asset Funds

Balanced Opportunity Fund (Moderate)

Enhanced Real Absolute Returns

Intelligent Portfolio (IQ - Asset Allocation)

Funds of Hedge Funds

Hybrid Alternative Portfolio (Aggressive)
Sable Fixed Income Plus
Concerto Alternative Alpha

Long Only Funds

Protective Equity (World Index)
Protective Equity (Emerging Markets)

Follow the link for a detailed fund description and a chance to request a prospectus and fact sheet.