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CF JM FINN GLOBAL OPPORTUNITIES - Fund overview

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Overview of CF JM FINN GLOBAL OPPORTUNITIES

This fund targets income and capital growth through investment in equities worldwide. The manager describes it as a top-down thematic fund, focused on the consequences of globalisation. The fund's overall numbers have been strong since launch, but with a typically high weighting to commodities and to emerging markets its performance can also be expected to be volatile.

Standard Initial Charge

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Fund summary

Sector  Global
Product type  OEIC
Launched  January, 2004
Size  £74m
Yield 0.0%
Charging basis  Capital
Dividends paid  Acc units only.
Bid price(inc) 94.27p
Bid price(acc) 213.31p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.67%
Reduction in yield (10yr) 1.69%

Bestinvest says


No information available.

Portfolio

cf jm finn global opportunities asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 4%
cf jm finn global opportunities equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 19%
Japan 0%
Pacific 25%
Other Equity 16%
cf jm finn global opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 49%
Mid Caps 28%
Small Caps 23%

View all performance data for CF JM FINN GLOBAL OPPORTUNITIES

Investment process


The fund's objective is capital and income growth from investments identified across global equity and/or bond markets. From time to time, the manager may also choose to hold bonds, Government securities, collective investment schemes, cash and money market instruments as appropriate in achieving the overall objective of the fund.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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