CF Cautela
Accumulation Unit price 139.29p and Income Unit price 107.56p on 3rd of February 2012
Let Prudence be your watchword!
Whitefoord launched the CF Cautela Fund (the Fund) in December 2006 to be an extremely cautious managed fund, and it has certainly achieved that objective in the extreme conditions which have prevailed.
An Income Share Class launched on the 24th November 2010.
Whitefoord is a discretionary investment manager. It invests directly in stock and bond markets on behalf of its clients. Its flagship strategy, the Global Balanced Strategy, has an aim of producing a return over the medium to longer term (five to eight years), net of all charges, sufficiently in excess of that available on high quality cash deposits, to make it worthwhile investing, whilst not subjecting the assets to high levels of volatility. The Fund is designed to track this Strategy as closely as is practicable.
The usual initial charge on the Fund is 5%. The ongoing Annual Management charge is 1.75%, and you are receiving not only tactical investment management, but also asset allocation within this fee.
For our professional advisors, please click here to access detailed information about our products and services.