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Investment funds

Investment funds 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.

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.

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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 platforms
  • 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.

Photo of Andy Finch

Andy Finch

CEO, International

Keeping you informed

The questions investors are asking right now

Read the summary of our open call in which we answered some of the many questions being asked by our clients during the continued market volatility and share our latest market analysis and outlook, as well as our ongoing investment strategy.

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The top five ESG sustainable and responsible investment themes shaping our future
As we start to reflect on the post COVID-19 world, we take a deep dive into five ESG (environmental, social and governance) investment themes we think are set to underpin our changing world and therefore form the tenet of our investment strategy. 
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Why ESG could drive the economic recovery

Many market participants are wondering why some equities have been so strong in light of the most dreadful economic backdrop since the Great Depression. The main reason of course, is that the best performing shares have been those suffering least from the shutdowns. In this article we talk about the long-term ESG themes that may well carry us through and beyond the lockdowns. 

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Investment news update

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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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