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Funds
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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.

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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 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.

Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

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

Markets in turmoil – our view

This week’s market turmoil, like in February and March, started as a technical correction after six months of straight-up markets which required a little breathing space. Soon thereafter, however, fundamental concerns have crept in.

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The big questions on investors’ minds: 2020 recession, no-deal Brexit, emerging market turmoil and midterm madness?

A US recession in 2020 is now the consensus call among strategists and economists. Many are therefore positioning for an end to the cycle by reducing risk. We are sympathetic to the prudence but disagree with the arguments leading to that conclusion. Is the economy living on borrowed time?

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Should you stay invested and ignore all the noise?

This week Tony Dwyer, Chief US Market Strategist at Canaccord Genuity and ‘Wall Street’s biggest bull’, came over from his office in New York and presented to our clients. 

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Wealth blog updates

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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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