MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the CCM Intelligent Wealth Fund is to achieve capital growth. The Fund will predominantly invest in a diversified portfolio of equities, held either directly or indirectly through exchange traded funds and collective investment schemes investing in those sectors described below. The Fund may also invest in bonds, money market instruments, cash and near cash, warrants and other transferable securities. The collective investment schemes in which the Fund will invest may include schemes which are managed or operated by the ACD or an associate of the ACD. Direct equity exposure will be achieved through investment in companies that are shaping our future by causing disruption in today’s established marketplace, changing the way we work, shop and interact, or improving our healthcare or environment (though the Fund has no particular social or environmental goals). Intelligent or creative thinking leads to innovation. The CCM Intelligent Wealth Fund aims to invest in companies that harness such innovation to achieve growth by creating new markets or disrupting established ones. Exchange traded funds and collective investment schemes that invest in industry sectors where innovation is driving major transformation will also be held by the CCM Intelligent Wealth Fund. Once a sector no longer evidences innovative and disruptive characteristics it will be removed as an investment theme and the exchange traded funds or collective investment schemes that operate in that sector will be sold. There is no intended geographical focus, though, as it is home to numerous innovative and disruptive companies, US stocks held either directly or through collective investment arrangements may feature heavily in the portfolio. Similarly, innovative companies are often small with highly motivated, involved and committed management, so smaller companies held either directly or through collective investment arrangements may also feature to an extent greater than in other funds. Innovative and disruptive companies will comprise the predominant element of the portfolio. It is the ACD’s intention that derivatives and forward currency transactions will only be used for the purposes of efficient portfolio management, including hedging, as defined by the Regulations.

Fund Managers

Minerva Money Management Ltd