Skip to main content
UK

Investment funds

Investment funds, or regulated collective investment vehicles as they are sometimes known, 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.

As well as offering you access to a wide range of external third-party funds, we manage a range of our own in-house funds:

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 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 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.

Document downloads

Here you'll find documents and forms related to our Managed Portfolio Service.

Managed Portfolio Service documents

How can we help?

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

Keeping you informed

Why aren't women investing?

Recently, we undertook research to test our hypothesis that women don’t invest in the markets (stocks, shares and bonds etc.) as much as men. With more than a third of high net worth women (35%) saying they don’t have an investment portfolio, compared to 17% of high net worth men, our belief was confirmed.


 

Read more
When should I start planning for retirement?

We consider the facts and figures, and provide some top tips to help you on your way to a comfortable retirement.

Read more
How to boost your pension by making use of unused tax allowances

The annual allowance is the amount you can contribute to your pension tax free. For most people, this limit has been £40,000 since April 2014. However, if you are a high earner (i.e. total income above £150,000 in a year), a new tapering rule came into effect in 2016.

Read more

Investment news update

See all blog posts

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.

Back to top