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CGWM Funds

Multi-manager investing, or third-party fund selection, is an important aspect of our wealth management proposition.

Through our CGWM Funds you can invest in specialist and geographic areas where you might not have the expertise and knowledge to invest on your own. Through holding the CGWM Funds, you can invest in multiple asset classes including equities, bonds, commodities and alternative investments.

Each of our CGWM Funds is designed with different risk objectives and investment policies, and these dictate the asset allocation within the fund so you can choose the one that meets your specific needs. We use active asset allocation to take advantage of the changing opportunities in each asset class, to diversify risk and to seek to improve the returns on your investment.

We have been managing our CGWM Funds for over a decade. Unlike a traditional fund, in which a single fund manager controls all of the money, our multi-manager portfolios not only spread your money across different asset types, but also different funds and investment styles. With a multi-manager portfolio, you are able to track an extensive range of investments through one portfolio. By not putting all your eggs in one basket, we help you diversify your investments and reduce your exposure to risk.

For our CGWM Fund factsheets, visit our fund literature area.

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

This fund is designed to generate an income and capital growth. It manages risk to preserve capital value and achieve a consistent total return.

The fund holds multiple asset classes, including collective investment schemes, direct bonds and other yielding assets. Up to 50% of its net asset value may be invested in international equity markets.

As well as its core sterling share class, the Cautious Fund is available in euro, swiss franc, Australian, Canadian, Singapore and US dollar hedged share classes.

This fund is appropriate if you’re seeking growth over the longer term.

To achieve this, the fund holds multiple asset classes. Up to 60%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes.

As well as its core US dollar share class, the CGWM Diversity Fund is also available in euro, sterling, Swiss franc, Australian, Canadian and Singapore dollar hedged share classes.

 

* 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 you’re seeking growth over the longer term.

The portfolio invests to achieve the best return while considering the risk of each investment, and holds multiple asset classes to achieve this. Up to 85%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes.

As well as its core US dollar share class, the CGWM Affinityy Fund is also available in euro, sterling, Swiss franc, Australian, Canadian and Singapore dollar hedged share classes.

 

* This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.

We have been running the strategy for this dynamic fund with great success since 2001. It is appropriate if you’re seeking growth.

It can hold multiple asset classes but focuses on achieving growth with less concern about volatility, so up to 100%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes.

As well as its core US dollar share class, the CGWM Diversity Fund is also available in euro, sterling, Swiss franc, Australian, Canadian and Singapore dollar hedged share classes.

 

* This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.

How to invest in our CGWM Funds

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

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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.

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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