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Important information

For financial advisers and investment professionals only

The information in this area of the website is aimed at financial advisers and other professional financial intermediaries in the United Kingdom and it is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our home page for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am an investment intermediary authorised and regulated by the Financial Conduct Authority. I have read and understood the legal information and risk warnings.

Investment funds for intermediaries

As well as access to a wide range of external third-party funds, we manage a range of our own in-house funds allowing investors to access our investment expertise and focused investment strategy in unitised form:

  • Select Funds – a range of multi-asset, risk-profiled funds each designed for a specific purpose, such as income generation
  • Global Equity Fund – for easy access to a group of leading global companies.

Our funds can be accessed directly, by completing an application form from our fund literature page, through one of our Canaccord Genuity Wealth Management Investment Managers, or via a third-party life company.

Why choose a Canaccord Genuity Wealth Management Fund?

  • Our Canaccord Genuity investment funds are ideal if one of your clients wants to take advantage of our expertise but they're not currently using our full portfolio management service
  • Our funds are Ireland domiciled UCITS
  • We use an independent custodian and administrator.

If you're investing on a clients' behalf, simply call our dealing and administration team.

CGWM 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.

Read more

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.

Read more

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.

Click here

How can we help?

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

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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