Fund overview and investment objective

Designed to generate an income. The fund manages risk to preserve capital value and achieve a consistent total return. The fund holds multiple asset classes including collective investment schemes, direct bonds and other yielding assets.

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
Wayne English

• Location: Jersey
• Team: Portfolio Management
• Time at CS: 4yrs
• Industry Experience: 14yrs

Wayne is a Member of the Fund Selection Committee with responsibility for Japanese and Asian funds. Wayne specialises in multi-manager portfolios for both private and institutional clients and manages the Collins Stewart Select Income Fund. Wayne is a Member of the Securities & Investment Institute.