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Funds
that give you options

Investment funds

Investment funds, or regulated collective investment vehicles as they are sometimes known, pool investors' monies together offering you several benefits:

  • They allow you to spread your portfolio across a more diverse selection of investments
  • They allow you to access investments that may be inaccessible to you as an individual investor
  • Your personal Investment Manager can potentially access investments more cost-effectively
  • They can be an effective way to manage capital gains tax (CGT) - if you are UK domiciled.

As well as offering you access to a wide range of external third-party funds, we manage a range of our own in-house funds:

Select Funds

A range of multi-asset, multi-manager, risk-profiled funds (funds of funds) each designed for a specific purpose, such as income generation and with different risk objectives.

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GPS Optimized Portfolio Funds

Our GPS Optimized Portfolio Funds are designed to protect your capital by aiming to cap the level of volatility in the fund.

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Global Equity Fund

An actively managed fund of great companies from around the world, designed to give you consistent, attractive risk-adjusted returns over the long term.

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Fund literature

Here you will find all the information you need about our funds, including their prospectus, supplement, key investor information document, factsheet and application form.

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How to invest with us

There are three ways you can invest in our funds:

  • Through Canaccord Genuity Wealth Management – particularly helpful if you have an investment portfolio with us and you want to ensure all your investments are working together effectively
  • Directly with the funds’ administrator – by downloading and completing an application form from our Fund literature page
  • Via third-party life companies.

Why choose a Canaccord Genuity Wealth Management fund?

Our Canaccord Genuity Wealth Management investment funds are ideal if you want to take advantage of our expertise but you're not currently using our full portfolio management service.

Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

How can we help?

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

Keeping you informed

Bitcoin – valid investment or criminally insane?

Bitcoin is the world’s most popular digital currency. Having drawn millions of investors across the world, its value rocketed to nearly US$20,000 at the end of 2017, although its value has since dropped dramatically to c.$7,000 (at the time of writing). So what is our view on bitcoin and is it a valid investment? Read more.

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Are you paying 60% tax on part of your income?

Wealth Adviser, Sagar Morjaria, reveals how you can end up paying 60% tax on part of your income due to two misleading tax rules, and how to avoid them.

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Wealth blog updates

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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