Fund overview and investment objective

Designed for those investors seeking high growth from a concentrated portfolio of investment ideas and themes. The fund holds multiple asset classes but focuses on achieving growth with less regard to volatility.

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 Piper

• Location: Guernsey
• Team: Portfolio Management
• Time at CS: 10yrs
• Industry Experience: 20yrs

Mark is Chairman of the Fund Selection Committee with responsibility for US funds and is a member of the Asset Allocation Committee. He specialises in multi-manager investing and manages several of the Collins Stewart Select Funds. He is a Fellow of the Securities & Investment Institute.

Justin Oliver

• Location: Guernsey
• Team: Portfolio Management
• Time at CS: 8yrs
• Industry Experience: 13yrs

Justin is Deputy Chairman of the Fund Selection Committee with responsibility for Fixed Interest funds, Deputy Chairman of the Asset Allocation Committee and a member of the Fixed Interest Committee. Justin manages several of the Collins Stewart Select Funds and is a Fellow of the Securities & Investment Institute.