Skip to main content
UK

The CGWM multi-manager funds range

We offer five multi-manager CGWM Funds with different levels of risk and return, so you can choose the one that meets your client’s specific needs, risk preferences and investment objectives.

The diagram below shows the different levels of risk and return for each of our CGWM multi-manager funds.

Through holding these CGWM Funds, you can invest in multiple asset classes including equities, bonds, commodities and alternative investments.

Each of our CGWM  multi-manager funds is designed with different risk objectives and investment policies, and these dictate the asset allocation within the fund so you can choose the one that meets your client's specific needs. We use active asset allocation to take advantage of the changing opportunities in each asset class, to diversify risk and to seek to improve the returns on your client's investment.

We have been managing our CGWM multi-manager funds for over a decade. Unlike a traditional fund, in which a single fund manager controls all of the money, our multi-manager portfolios not only spread your client's money across different asset types, but also different funds and investment styles. With a multi-manager portfolio, you are able to track an extensive range of investments through one portfolio. By not putting all your eggs in one basket, we help you diversify your client's investments and reduce their exposure to risk.

For our CGWM multi-manager fund factsheets, visit our fund literature area.

What are the benefits of a multi-manager, multi-asset fund?

Also known as a ‘fund of funds’, the CGWM multi-manager funds are made up of other investment funds (which are themselves made up of different assets) rather than investing directly in stocks, bonds or other kinds of securities.

They allow you to access a greater range of investment expertise and opportunities, as well as the specialist fund selection and ongoing reviews provided by a discretionary investment management service – but at a lower cost.

Some investment opportunities require a high minimum level of investment which could not be achieved as a single investor. A multi-manager fund gives you that buying power, while our fund managers can negotiate better deals and prices than your client could as a solo investor.

This fund is designed to generate positive total returns from a diversified portfolio of bonds, other debt securities, collective investment schemes and money market instruments, with a bias towards sterling denominated assets.

In normal circumstances, the fund will aim to deliver income in excess of the average rate achievable through a one-year cash deposit.

As well as its core sterling share class, the CGWM Bond Fund is available in euro, swiss franc, Australian, Canadian, Singapore and US dollar hedged share classes.

This fund is designed to generate an income and capital growth. It manages risk to preserve capital value and achieve a consistent total return.

The fund holds multiple asset classes, including collective investment schemes, direct bonds and other yielding assets. Up to 50% of its net asset value may be invested in international equity markets.

As well as its core sterling share class, the CGWM Cautious Fund is available in euro, swiss franc, Australian, Canadian, Singapore and US dollar hedged share classes.

This fund is appropriate if you’re seeking growth over the longer term.

To achieve this, the fund holds multiple asset classes. Up to 60%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes.

As well as its core US dollar share class, the CGWM Diversity Fund is also available in euro, sterling, swiss franc, Australian, Canadian and Singapore dollar hedged share classes.

Watch our latest video here.

* This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.

This fund is appropriate if you’re seeking growth over the longer term.

The portfolio invests to achieve the best return while considering the risk of each investment, and holds multiple asset classes to achieve this. Up to 85%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes.

As well as its core US dollar share class, the CGWM Affinity Fund is also available in euro, sterling, swiss franc, Australian, Canadian and Singapore dollar hedged share classes.

Watch our latest video here.

* This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.

We have been running the strategy for this dynamic fund with great success since 2001. It is appropriate if you’re seeking growth.

It can hold multiple asset classes but focuses on achieving growth with less concern about volatility, so up to 100%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes.

As well as its core US dollar share class, the CGWM Opportunity Fund is also available in euro, sterling, swiss franc, Australian, Canadian and Singapore dollar hedged share classes.

Watch our latest video here.

* This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.

How to invest in our CGWM multi-manager funds

If you can invest GBP 5,000 (or currency equivalent) or more, you can access the CGWM multi-manager funds.

If you are a financial adviser, you can access all the application forms and more information, by visiting our fund literature page.

Photo of Nick Teo

Nick Teo

Business Development Director

Nick is Business Development Director with responsibility for local advisory firm relationships in Singapore. With more than 15 years industry experience, Nick focuses exclusively on distribution of the CGWM Funds. 


Photo of Richard Burden

Richard Burden

Head of International Sales

Richard is responsible for business development and managing relationships with our strategic distribution partners in the Middle East and North Africa. With over 20 years' experience working in the international financial services industry, nine of which were spent living in the Middle East, Richard provides a wealth of knowledge and practical experience for the benefit of our business partners.


Photo of Sue Tummon

Sue Tummon

Sales Support Officer

Sue is responsible for providing sales, relationship management and operational support to the international sales team and our key distribution partners. 

Having lived and worked in both the Middle East & Asia, Sue has over 20 years' practical experience spanning the international life company and investment industries. She's developed an extensive, global network and consequently brings with her a wealth of knowledge, relationships and expertise, for the benefit of our team and our international distribution partners.


LinkedIn

 

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed
  • Find out more about our wider services.

Download

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.