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Money Management Executive

New PBHG Offerings Will Clone Existing Funds

August 20, 2001, 1:00 a.m. EDT 1 Min Read

PBHG Funds is leveraging its parent company and developing five clones of funds offered through Old Mutual affiliate United Asset Management, according to company filings

The new clone funds include three domestic equity funds, a real estate fund and a value fund. The PBHG Clipper Focus Fund will be a duplicate of the UAM Clipper Focus Fund, a large-cap value fund. The PBHG Disciplined Equity Fund will be a clone of UAM Analytic Enhanced Equity Fund, the PBHG IRA Capital Preservation Fund will be a facsimile of UAM’s IRA Capital Preservation Fund, the PBHG New Perspective Fund will mirror UAM NWQ Special Equity and the PGHG REIT will be a duplicate of the UAM Heitman Real Estate Fund.

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