Specialist funds

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 Canaccord Genuity Bond Fund is available in euro, Swiss franc, Australian, Canadian, Singapore and US dollar hedged share classes.

This fund is appropriate if your clients are seeking growth over the longer term.

With an equal emphasis between capital growth and preservation of capital, this fund has built a solid long-term track record by adopting an active and dynamic approach to both asset allocation and security selection.

It primarily adopts a top-down approach, with a starting asset allocation split equally between return seeking assets such as equities and more defensive securities such as government bonds and gold. The fund’s unconstrained approach to asset allocation allows the fund manager to shift the portfolio quickly, and with conviction, between alternative economic scenarios.

The fund holds multiple asset classes. Up to 65%* of its net assets may be invested in international equity markets, with investment made directly into individual securities.

This fund is suitable for clients, who have a medium investment risk tolerance.

*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 your clients are seeking growth over the longer term seeking to make a positive environmental and social impact, while driving and benefitting from future growth.

To achieve this, the fund will invest in a portfolio of regulated collective investment schemes and fixed interest securities that have a clear and unambiguous focus on sustainability.

The Canaccord Genuity Global Equity Fund is an actively managed fund comprising of stocks and shares in great businesses from around the world.

Managed by Canaccord Genuity Asset Management, the Canaccord Genuity Global Equity Fund utilises our in-house fund management capabilities. The aim of the fund is to generate capital growth over the long term.

The fund adopts a bottom-up approach to stock picking, seeking high-quality businesses with a competitive edge. This can be a result of market leadership, technological advantage, or strong brand recognition, which often takes years to establish and is not easy to replicate. Typically, these companies are profitable and generate positive cash flows, which they can reinvest to drive future growth.

We prefer companies that are supported by long-term structural growth drivers, whether this is the accelerated adoption of technology, increasing global wealth or a shift to more sustainable materials.

The fund looks for opportunities across the market cap spectrum provided they have a minimum free float of at least US$1.0bn. The portfolio will not be concentrated in any specific region or industry sector. It is envisaged that the portfolio will be relatively diversified, generally comprising between 50 and 100 stocks.

We take a long-term view and in theory would like to hold stocks and shares in companies for as long as possible. However, we do not adopt a buy and hold forever approach. We believe it is important to maintain flexibility so we can take advantage of opportunities when they arise. Similarly, if a company is not delivering against our expectations, we will evaluate whether it is time to sell.

This fund is suitable if your clients have a high investment risk tolerance.

Investments in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is not guaranteed.