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CF FUNDQUEST SELECT INST - Fund overview

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Overview of CF FUNDQUEST SELECT INST

IMS employ one of the largest fund of funds teams in the UK, building on the approach of Richard Timberlake, who has been developing and refining the process of running multi-manager portfolios since the 1990s. The Select fund is suitable for clients with smaller portfolios and those who do not wish to monitor their holdings actively.

Standard Initial Charge

2.00% 2.00%

Fund summary

Sector	Flexible Investment
Product type	UNIT TRUST
Launched	December, 1999
Size	£23m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	167.53p

Fund Charges

Standard Initial charge	2.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	2.23%
Reduction in yield (10yr)	2.43%

Bestinvest says

No information available.

Portfolio

cf fundquest select inst asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

cf fundquest select inst equity geographic illustration

Allocation		Proportion

	UK	47%
	Europe	17%
	Nth America	14%
	Japan	13%
	Pacific	8%
	Other Equity	1%

cf fundquest select inst equity capitalisation illustration

Allocation		Proportion

	Large Caps	48%
	Mid Caps	31%
	Small Caps	21%

View all performance data for CF FUNDQUEST SELECT INST

Investment process

This fund invests in a diversified portfolio of open ended vehicles and has been designed as a one-stop global equity portfolio. The process is team based, where they initially decide on asset allocation and then fund selection. Style assessment is considered as an important part of the selection process, where funds are categorised as value, growth or rotational in style. The portfolio is then put together on a bar-bell basis, which looks to exploit the best managers at the times when markets best suit their approach.
IMS target fund managers who have an identifiable and repeatable process, while they shy away from less experienced managers. A core of 30-40 funds forms the approved list.

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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