Gillen Markets Investment Fund

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lukeskywalker

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Just wondering if anyone has a view on the Gillen Markets Fund, run by Rory Gillen. It is small relative to the life company investment funds (€60 million approx) marketed in Ireland and seems to have underperformed balanced funds from Zurich Life for example over a 10 year period. That said, Rory Gillen seems to be well respected and it seems well diversified as a fund of funds as many of the holdings are investment trusts. I don't know what the regulation of it is either relative to large life companies. Any thoughts?
 
lukeskywalker said:
Just wondering if anyone has a view on the Gillen Markets Fund, run by Rory Gillen.
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Can you point to specific info about this fund?
According to the Gillen website:
gillenmarkets.com

About GillenMarkets | Investment Advisors, Not Product Sellers

Gillen is investment advisor, not a product seller. Our charging structure avoids conflicts of interest and positions us on the same side of the table as our clients.
gillenmarkets.com gillenmarkets.com
We are investment advisors, not product sellers.
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"Investment For Grown Ups"

Is this it?

Where are you seeing the performance for comparison purposes? A newsletter? Is there a quote AMC in that or info on any other ongoing costs?

Not sure which of the investment bond structures it fits under but the company commission summary document is here


Gerard

www.bond.ie
 
Sorry bit more information. Value of this investment fund is €71 million. It is hosted as an investment fund on the davy select platform but can also be bought direct from gillen markets.

Here is a cut & paste of the regulatory stuff

The GM Fund is a sub-fund of Skyline Umbrella Fund ICAV, an Irish collective asset management vehicle established as an umbrella fund with segregated liability between sub-funds pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011, as amended. The GM Fund changed its name from the GM Global Balanced Fund to The GM Fund on the 7th of October2016. The value of your investment can decline as well as rise. The GM Fund does not guarantee the return of your capital and you should seek independent advice regarding the suitability or otherwise of an investment inthis fund before investment. Any investment made in the fund will be made subject to the terms and conditionsoutlined in the GM Fund Supplement dated 9th March 2021. The ARC Steady Growth is for comparative purposesonly and should not be considered an official benchmark. See https://iqeq.com/skyline/ for details.GillenMarkets is the advisor to The GM Fund and is regulated by the Central Bank of Ireland. Under nocircumstances should this information be considered as an offer, or solicitation, to deal in investments. IQ-EQare Manager and Investment Manger to The GM Fund. IQ-EQ is regulated by the Central Bank of Ireland.The administrator of The GM Fund is Northern Trust, one of the largest administrator to funds globally
 
They run training courses in investment and also have an online resources. The Gillen Markets Fund is seperate to this
 
There's not enough (public) information available on it to have any thoughts on it.

Maybe you have to have an account with Davy to access that or be a private client of Gillen Markets?
 
You can find the fund supplement and KIIDs at the IQEQ link posted above.

Basically, it’s an actively managed multi-asset fund with relatively high fees and a fairly poor track record.

Not my cup of tea.
 
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