Fund overview and investment objective

The objective of the Fund is to provide long term capital growth, emphasising risk management as much as return. The manager aims to deliver consistent and superior performance above the benchmark with reduced volatility and risk.

The fund’s main investment features include

• Multi-asset fund of funds
• Benchmark aware not driven
• Focus on risk adjusted returns
• Innovative approach to fund selection and asset allocation

Fund’s investment strategy

• Combine active asset allocation with a rigorous fund selection process
• Focus on managers who have the ability to add consistent value over and above their respective market benchmarks
• Blend investments styles to increase returns and reduce risk

Fund Manager profile

Mark and Justin manage the multi-manager Balanced and Growth Funds. Mark joined Collins Stewart in September 1998. Mark was previously with Old Mutual for 10 years where his responsibilities included the management of a multi-manager fund range, as well as a selection of private client portfolios and broker life funds.

Justin joined Collins Stewart in December 2000, having previously worked in the Investment Division of Kleinwort Benson (CI) Limited for 6 years. Justin has over 10 years experience of managing both private client and institutional portfolios.

Mark and Justin have achieved recognition from Standard & Poors Fund Research, achieving a AA rating for a number of Collins Stewart’s multi-manager Funds.