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Fund Management


There are several thousand managed funds available to UK investors. We offer a choice of four OEICs, two growth funds, and two income funds.

You can invest in the funds as ordinary OEIC holdings, or through an ISA.  The funds are also available on the Cofunds and Selestia fund supermarkets.  They can be held within Pensions, either via a Self-Invested Pension (SIPP), or through Selestia's Collective Retirement Account.

Across all of the funds we aim to achieve growth mainly through investment in stockmarkets, using investment trusts, unit trusts and OEICs, although we also invest in commercial property, fixed interest and cash if appropriate.

Some of our holdings are in strongly managed funds which consistently beat the market; sometimes we will buy into a market or sector which has been sold off and looks very cheap, and then sell when the price recovers.

We have the flexibility to hold significant amounts of cash, which allows us to avoid the worst if a market fall is expected.

More details about each fund can be found in the appropriate section.

 


All of our funds have exposure to assets that can fall in value as well as rise.  For that reason, the value of your investment in any fund can never be guaranteed.  All graphs show past performance, which does not necessarily give an indication of future performance.




Fund Management

Wise Investment