Investment Management

Our investment management service recognizes that everyone's needs are different: all of us have a unique combination of objectives, time horizons, liabilities and acceptable risk profiles. We aim first and foremost to build a relationship with our client, learning about their needs before going on to design and construct suitable portfolios. We also understand that while many investors are content to make money from taking risk, they are not nearly as happy to lose money by taking risk, especially where that risk can be foreseen or, worse, measured. Our mindset is identical. Although we are happy to manage portfolios against a benchmark, we also recognise that they can create a "target fixation" mentality. We will not use a benchmark to disguise poor performance. Our approach is simple: we aim to meet our client's investment objectives through active and sensible asset allocation over an entire economic cycle. Discretionary Service. Once we have ascertained and agreed a client's investment needs we will manage their portfolio with strict adherence to the spirit of those instructions, albeit without detailed recourse to the client over each individual investment decision. A quarterly report will be provided that outlines our current investment thinking, portfolio performance and any actions taken over the preceding quarter. In keeping with our philosophy, we believe that it is important for clients to have ready contact and to be able to speak directly to the individuals managing their money. Advisory Managed Service. Once we have ascertained and agreed a client's investment needs we will advise and make investment recommendations based on our understanding of their objectives with, ultimately, the individual decisions being made by the client. Two-way dialogue between client and manager, therefore, is of paramount importance.

Investment Management

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FACTS AND FIGURES

CENKOS DIVERSITY FUND

The Fund was launched on December 1st 2008.
 
Cenkos Diversity Fund - Pie Chart
The Diversity Fund's main objective is to generate capital growth with a lower volatility than equity markets. It is a multi strategy, multi asset class fund

To find out more about this fund, please click here.
CLICK ON FUND BELOW FOR DETAILS