RM Funds

Overview

RM Funds is a specialist asset manager focusing on alternative investments, aiming to deliver returns that are largely uncorrelated to traditional equity and fixed income asset classes. Founded in 2010, the firm is headquartered in Edinburgh, Scotland, with an additional office in London. RM Funds manages a range of income and total return strategies, investing in public and private debt and equity, including real assets such as infrastructure and real estate. The firm's investment approach emphasizes responsible investing throughout the investment process, and within its private market investments, RM Funds has pioneered an Impact Measurement and Management framework to support sustainable investing and provide robust reporting for investors. RM Funds is the investment advisory arm of RM Capital Markets Ltd, which is authorized and regulated by the Financial Conduct Authority under Firm Reference Number 562209. The firm is committed to the Financial Reporting Council's Stewardship Code and is a public supporter of the Paris Agreement and the Task Force on Climate-Related Financial Disclosures (TCFD). RM Funds seeks to be stewards of its investors' capital, actively engaging with portfolio companies to drive responsible business practices and social and environmental awareness. The firm's investment strategies include private credit, listed real assets, public credit, and community healthcare real estate, with assets under management exceeding £350 million. RM Funds has a team of analysts with a focus across public and private markets, well-positioned to deliver above-average risk-adjusted returns. The firm's track record is one of innovation and growth, developing long-term relationships with both investors and investee companies. RM Funds' investment philosophy centers on capital preservation and income generation, with a focus on real asset investments within public and private markets. The firm's strategies aim to deliver elements of income and capital growth, targeting above-average returns through active management. RM Funds' team has a combined experience of over 150 years, providing a multi-disciplined, skilled, and knowledgeable investment team. The firm's commitment to responsible investing is evident in its investment process and its engagement with portfolio companies to drive responsible business practices and social and environmental awareness. RM Funds' investment strategies include private credit, listed real assets, public credit, and community healthcare real estate, with assets under management exceeding £350 million. The firm's track record is one of innovation and growth, developing long-term relationships with both investors and investee companies. RM Funds' investment philosophy centers on capital preservation and income generation, with a focus on real asset investments within public and private markets. The firm's strategies aim to deliver elements of income and capital growth, targeting above-average returns through active management. RM Funds' team has a combined experience of over 150 years, providing a multi-disciplined, skilled, and knowledgeable investment team. The firm's commitment to responsible investing is evident in its investment process and its engagement with portfolio companies to drive responsible business practices and social and environmental awareness.

Investment Focus

• Preference for investments denominated in sterling with issuers having activities and assets within the UK, Europe, USA, Singapore, or another OECD country

Portfolio Companies