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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: www.bloomberg.com )

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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For more information, visit www.cotswoldassetmanagement.co.uk

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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Brunsdon is the trading name of Brunsdon Financial Services Ltd. (Reg. No. 03434005), Brunsdon Insurance Brokers Ltd. (Reg. No. 03433998), Brunsdon Asset Management Ltd. (Reg. No. 07098607) and Brunsdon Auto-Enrolment Solutions LLP (Reg. No. OC402486). All companies are registered at Goodridge House, Goodridge Avenue, Gloucester GL2 5EA. Tel. 01452 623623 E-mail. enquire@brunsdon.co.uk. Brunsdon Financial Services Ltd. and Brunsdon Insurance Brokers Ltd. are authorised and regulated by the Financial Conduct Authority. Not all products and services offered are regulated by the FCA. The FCA does not regulate tax advice.

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