Investment philosophy

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Commitment to investment excellence
 

Wherever possible, our investments are held with specialist investment managers who can deliver highly focused investment returns in an equally highly controlled risk environment. Selecting the right specialist managers is vitally important to the success of the cru Portfolio funds. Thousands of potential managers are considered, with the following aims:

• to screen out poor performing managers;
• to correctly identify those managers likely to perform well, taking into account any possible changes to the investment climate; and
• to combine these managers into an absolute return focused investment strategy, where performance and risk can continually be monitored and controlled.

Arch has considerable skill in accessing specialist managers in private markets. This provides us with a highly competitive edge over other managed funds.

Performance
Full details of the up-to-date CF Arch cru Portfolio funds’ performances are available from our website www.cruim.com or from your financial adviser.

Commitment to control charges
Once you have invested in a CF Arch cru Portfolio fund, we take no commission on any future changes to the fund’s asset allocation or underlying specialist managers. This ensures that improved performance is the sole rationale for any changes. Equally, because of the size of the investments placed with specialist managers, we receive substantial discounts on their fees, all of which we pass
over for your benefit, not ours.