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Investment funds

Investment funds pool investors' monies together offering you several benefits:

  • They allow you to spread your portfolio across a more diverse selection of investments
  • They allow you to access investments that may be inaccessible to you as an individual investor
  • Your personal Investment Manager can potentially access investments more cost-effectively
  • They can be an effective way to manage capital gains tax (CGT) - if you are UK domiciled.

CGWM Funds

A range of multi-asset, multi-manager, risk-profiled funds (funds of funds) each designed for a specific purpose, such as income generation and with different risk objectives.

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Global Equity Fund

An actively managed fund of great companies from around the world, designed to give you consistent, attractive risk-adjusted returns over the long term.

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Fund literature

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

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How to invest with us

There are three ways you can invest in our funds:

  • Through Canaccord Genuity Wealth Management – particularly helpful if you have an investment portfolio with us and you want to ensure all your investments are working together effectively
  • Directly with the funds’ administrator – by downloading and completing an application form from our Fund literature page
  • Via platforms
  • Via third-party life companies.

Why choose a Canaccord Genuity Wealth Management fund?

Our Canaccord Genuity Wealth Management investment funds are ideal if you want to take advantage of our expertise but you're not currently using our full portfolio management service.

Photo of Andy Finch

Andy Finch

Managing Director of CGWM Funds

Keeping you informed

Investment market update - Coronavirus – what do we know and what can we do?

The coronavirus outbreak is an ongoing situation which we are monitoring closely. At present, we don’t feel it is necessary to alter our investment strategy.

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Investment market update - 'steady as she goes' in 2020

After a vintage year for markets in 2019, it's fair for investors to ask where to now? Pause for breath? Market fall? Or onwards and upwards?

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Get your finances in shape for 2020

Read our top three financial planning tips to help you plan for a successful financial 2020 and beyond.

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Investment news update

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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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