Blue Planet investment management

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  Blue Planet Investment Management Ltd.
1. When was Blue Planet Investment Management Ltd incorporated?
2. Where is Blue Planet Investment Management Ltd based?
3. Why does Blue Planet Investment Management Ltd focus on the financial sector?
4. How can I get in contact with the Investment Manager?
5. Who owns Blue Planet Investment Management Ltd?
6. Do any of the Directors have their own money invested in Blue Planet Investment Trust?
7. What Investment Trusts do you manage?
8. What information can I expect to receive from Blue Planet Investment Management Ltd?
9. Do you send out accounts / valuation statements?
10. Can Blue Planet Investment Management Ltd give me advice on investments?
11. What should I do if I want to make a complaint?
1. When was Blue Planet Investment Management Ltd incorporated?

The company was incorporated on 7th February 2008.

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2. Where is Blue Planet Investment Management Ltd based?

Blue Planet Investment Management Ltd is a Maltese based investment management company which specialises in managing investment trusts and family trusts. From its Maltese office the group undertakes all portfolio management.

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3. Why does Blue Planet Investment Management Ltd focus on the financial sector?

For a full explanation please click on the following link


Blue Planet's corporate philosophy is that consistent out-performance is more likely to be achieved by specialisation than it is from the generalist approach, which currently prevails across most of the Investment Trust management industry.

Stock markets comprise of many sectors, which are represented in general stock market indices, such as the S&P500, FTSE All Share, Eurotop 300, Nikkei 225 etc. However, many of these sectors are in economic decline and will produce below average returns to investors in the future. Blue Planet believes that investors should invest in those sectors that have superior long-term economic prospects and, crucially, which are undervalued. It believes that the World's financial sector is one such sector. By concentrating only on those sectors and by using the services of expert Investment Trust managers who specialise on those sectors investors should maximise their likelihood of consistent out-performance.

By focusing on the financial sector Blue Planet believes that it is able to develop a level of expertise and understanding of that sector that generalist Investment Trust managers cannot. It believes that this greater expertise and understanding will allow it to produce better, more consistent investment returns for its clients than generalist Investment Trust managers. It is widely accepted in most walks of life that specialisation leads to better results than generalisation.

Blue Planet believes that in future pension Investment Trusts and others will increasingly use specialist advisors to advise them specifically and solely on the allocation of their assets across sectors and will then place the designated Investment Trusts with specialist investment managers in those sectors. This segregation of roles and increased specialisation will, it believes, reduce conflicts of interest and lead to better investment performance.

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4. How can I get in contact with the Investment Manager?

This website has been designed to answer most general queries. The drop-down menus at the top of the screen will take you to the section most likely to resolve your query and if you're unsure where to go please take a look at our site map. Alternatively, please contact us directly as follows:

Blue Planet Investment Management Ltd
18A Locker Street
Sliema
Malta
SLM 3124


UK Tel: 0845 527 7588
T: 00356 2131 4309
F: 00356 2131 5219
E info@blueplanet.eu
W www.blueplanet.eu
 

Blue Planet Investment Management Ltd is authorised by the Malta Financial Services Authority to provide Investment Services under the Investment Services Act 1994. Licence No: IS/43509.
 

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5. Who owns Blue Planet Investment Management Ltd?

Blue Planet Investment Management Ltd is controlled by an Employee Trust for the benefit of the employees of the Company.

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6. Do any of the Directors have their own money invested in Blue Planet Investment Trust?

Yes, Mrs Murray, a director of Blue Planet Investment Management Ltd, is a major investor in Blue Planet Investment Trust Plc.  Mrs Murray is of the belief that investment managers do a better job when their personal assets are pooled with those of their clients. In this way management's interest are closely aligned with investor interests, with all parties looking for Investment Trust outperformance. Mr Tyce and Mrs Killay, respectively chariman and director of Blue Planet Investment Trust Plc, are also shareholders.

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7. What Investment Trusts do you manage?

Blue Planet currently manages Blue Planet Investment Trust Plc. For further information, please click here.

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8. What information can I expect to receive from Blue Planet Investment Management Ltd?

Shareholders can request to be e-mailed a Monthly Information Factsheet which is distributed by the Investment Manager every month. To subscribe to receive these Information Factsheets and for further information, please click here.

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9. Do you send out accounts / valuation statements?

Blue Planet Investment Management Ltd does not hold this information. However, on request, a statement of holdings can be received from the Investment Trust's registrar. They can be contacted by post, telephone or e-mail:
 

Capita Registrars
The Registry
Ibex House
42-47 Minories
London
EC3N 1DX
 
Shareholder Helpline: 0871 664 0300 (Calls cost 10p per minute, 9:00am – 5:30pm, Mon-Fri)
Overseas: +44 208 639 3399
 

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10. Can Blue Planet Investment Management Ltd give me advice on investments?

No. We are not authorised to give financial advice to private customers. For this reason, Blue Planet Investment Management Ltd recommends that you speak to an independent financial adviser (IFA) before making any investment decisions. A list of local IFA's can be obtained from the AIC's website (http://www.theaic.co.uk/)

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11. What should I do if I want to make a complaint?

Complaints should be directed to:

Blue Planet Investment Management Ltd
18A Locker Street
Sliema
Malta
SLM 3124

 

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