Aubrey Walk Asset Management is a subsiduary of Sanlam Investments UK.


It is a new, flexible fund management platform for differentiated, innovative funds outside of UCITS constraints, including:

  • New funds and strategies with value-added features such as “Dual reporting funds” for US nationals resident outside of the US, in particular those who are resident with dual nationality in the UK 
  • Non-UCITS equivalents of SIUK’s current UCITS fund strategies, or blends of strategies.  

The strategy

Qualified Dividend Strategy
Aiming to provide secure dividend income from a diversified portfolio of preferred stock and equity 

Am I eligible?

Each potential investor must qualify as an "accredited investor" within the meaning of Regulation D under the US Securities Act of 1933. Each potential investor that is a U.S. resident must qualify as a "qualified purchaser" within the meaning of the US Investment Company Act of 1940.

Peter Doherty, lead portfolio manager of the strategy

Board of directors

Legal

This website page does not consititue an offer to sell, a solicitation of an offer to buy, or a recommendation of any security.  Furthermore, nothing in this website page is intended to provide tax, legal or investment advice. 

Want to learn more?
aubreywalk@sanlam.co.uk
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The value of investments and any income from them can fall and you may get back less than you invested.