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The diagram below shows the different levels of risk and return for each of our Canaccord Genuity multi-manager funds.

   

Through holding these Canaccord Genuity Funds, your clients can invest in multiple asset classes including equities, bonds, commodities and alternative investments.

Important announcement

The arrangements for marketing shares of Canaccord Genuity Bond Fund, Canaccord Genuity Balanced Fund, Canaccord Genuity Opportunity Fund, Canaccord Genuity Cautious Fund and Canaccord Genuity Growth Fund (the Funds) to shareholders in Italy and France are being terminated.  Shareholders in Italy and France may redeem their shares, free of any charges or deductions. The procedure for effecting a redemption is set out in the Prospectus of Canaccord Genuity Investment Funds plc.

  

Investment fund documents

Find all the information you need about our funds, including their prospectus, supplement, key investor information document, factsheet and application form.

Fund literature

What are the benefits of a multi-manager, multi-asset fund?

Also known as a ‘fund of funds’, the Canaccord Genuity multi-manager funds are made up of other investment funds (which are themselves made up of different assets) rather than investing directly in stocks, bonds or other kinds of securities.

They allow your clients to access a greater range of investment expertise and opportunities, as well as the specialist fund selection and ongoing reviews provided by a discretionary investment management service – but at a lower cost.

   

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 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 Canaccord Genuity Cautious 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.

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 Canaccord Genuity Balanced 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 your clients are 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 Canaccord Genuity Growth 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 your clients are 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 Canaccord Genuity Opportunity 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 Canaccord Genuity multi-manager funds

To access the Canaccord Genuity multi-manager funds the minimum investment is GBP 5,000 (or currency equivalent).

If you would like to learn more about our Canaccord Genuity multi-managers funds or wish to access our application forms visit our fund literature page here.

Get in touch

Speak with one of our experts and find out more about our services.

Contact us

Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of seven to ten years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

How can we help?

If you'd like to know more about our Canaccord Genuity Funds or would like to know more about our services, speak to one of our team. We'll be delighted to give you more details.

Photo of Richard Burden

Richard Burden

Head of International Sales

Richard is responsible for business development and managing relationships with our strategic distribution partners in the Middle East and North Africa. With over 20 years' experience working in the international financial services industry, nine of which were spent living in the Middle East, Richard provides a wealth of knowledge and practical experience for the benefit of our business partners.


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Nick Teo

Business Development Director, Asia

I joined the industry in 2003, with experience ranging from financial advisor, trainer, a BDM in life companies and now as a business development director representing CGWM in Asia. I am also a passionate presenter who thrives on the energy from standing on a stage. I am based on the sunny island of Singapore, working closely with business partners in Singapore, Malaysia, Thailand and Indonesia. I am always on a look out for top advisors to be CGWM's business partners. My key role is to make investment decisions easy for advisors so that their clients can achieve their long-term financial goals. I was also featured as the Top Recommended Wealth Manager in Singapore for 2022 and 2020 by Spear's 500 Guide, a magazine from Europe.


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Sue Tummon

Sales Development Manager

Sue is responsible for providing sales, relationship management and operational support to the international sales team and our key distribution partners. 

Having lived and worked in both the Middle East & Asia, Sue has over 20 years' practical experience spanning the international life company and investment industries. She's developed an extensive, global network and consequently brings with her a wealth of knowledge, relationships and expertise, for the benefit of our team and our international distribution partners.


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.