Our
investment approach seeks to protect your investments by investing
in a variety of different assets creating a backdrop of stable
investment returns. Correctly assessing and dealing with investment
risk is a crucial part of our approach, with preservation of your
wealth as important as increasing the value of it. We believe
that the investment objectives of private clients are very similar,
namely, to see their capital grow in value without suffering major
setbacks.
This
is our flagship fund. Its objective is to generate consistent
returns that, year on year, exceed cash deposit returns by 3 -
4% per annum after all fees. We believe our investment approach
provides for the two key long term aims of the private client:
wealth preservation and capital appreciation. You should understand,
however, that this target return cannot be guaranteed and that
both the return and your capital is at risk. The Fund majors in
private market investments such as private equity and private
finance. It also invests in sustainability assets focusing on
companies and others who will profit from solutions to the global
issues of climate change, population growth and urbanisation.
This
is aimed at investors looking for a higher risk/reward investment
approach. The benchmark asset allocation of the Fund is to mirror
the CF ARCH cru Portfolio Fund and then to introduce gearing,
although we limit this to typically 25% of the Fund’s assets.
This borrowing aims to increase returns but if the Fund’s assets
fall in value then higher losses will result. The target return
is to outperform the CF ARCH cru Portfolio Fund by 2% per annum,
i.e. cash plus 5 - 6% (see above).
Africa
Invest
This is aimed at investors looking
to benefit from the profits generated by commercial farming in
Africa and also help reduce poverty.