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CF JM FINN AFRICA - Fund overview

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Overview of CF JM FINN AFRICA

This is an equity fund with the aim of capital and income growth through investment in companies based in or doing business with Africa. Manager Anthony Eaton has gained experience of investing in Africa through the JM Finn Global Opportunities fund which he also runs.

Standard Initial Charge

5.00% 0.25%

Invest via Bestinvest

to save 4.75%

Fund summary

Sector  Specialist
Product type  OEIC
Launched  November, 2010
Size  £3m
Yield 0.3%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 74.97p

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 1.74%
Reduction in yield (10yr) 1.76%

Bestinvest says


No information available.

Portfolio

cf jm finn africa asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
cf jm finn africa equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific
Other Equity 100%
cf jm finn africa equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the CF JM Finn Africa Fund is to seek capital and income growth through engagement with the economies of continental Africa.

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.

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