Insurance and Financial Solutions Since 1932


Cotswold Asset Management Exceeding Expectations

Monday, October 29, 2012

Despite the continuing gloomy economy, our investment funds have proved very successful in their first year since launch in October 2011.

The combined size of the two funds – the IFSL CAM Cautious Growth Fund and the IFSL CAM Adventurous Growth Fund - now stands at £24m, with total returns of 5.8% and 6.6% respectively, net of charges. (Source: )

Our aim in launching the two Funds was to offer an alternative investment solution that would provide consistent, good performance – especially during periods of market volatility. The Funds benefit from institutional investment techniques and management and have access to Standard Life Wealth’s Strategic Investment Allocation Fund that has a proven track record employing sophisticated derivatives to hedge the market and strip out volatility, whilst at the same time aiming to add value in all market conditions.


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Please note that Investments can fall as well as rise, irrespective of the level of risk chosen, and the value of an investment and any income generated from it cannot be guaranteed and can fluctuate as a result of market volatility. You may not get back the amount originally invested.
October 2012
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