Skip to main content

CGWM Global Equity Fund

The CGWM Global Equity Fund is our focused direct equity offering. It allows your wealth management to benefit from our core investment philosophy, global expertise and values.

Our CGWM Global Equity Fund is an actively managed fund of great companies from around the world, designed to give you consistent, attractive risk-adjusted returns over the long term.

This enables you to benefit from the unique blend of quantitative analysis offered by Canaccord Genuity's proprietary company evaluation service Quest®, as well as the qualitative expertise of our senior investment managers and analysts. We use Quest® to analyse and screen approximately 9,000 companies (covering about 95% of total global market capitalisation), evaluating investment opportunities.

Our fund lets you access global equity markets by using direct stocks. Mainly focusing on developed regions around the world, we look for companies with the potential to deliver attractive returns on your investment.

This fund is only suitable if you have a high investment risk tolerance.

How to invest in our CGWM Global Equity Fund

If you can invest GBP 5,000 (or currency equivalent) or more, you can access the Fund. For application forms and more information, visit our fund literature page.

If you have the equivalent of at least US$1.5 million to invest, you can access it directly through a segregated account.

How can we help?

If you'd like to know more about our CGWM Global Equity Portfolio or want to speak to one of our team, get in touch. We'll be delighted to give you more details.

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.