MANAGED FUNDS

The Group’s investment managers are appointed to a number of funds, suitable for a variety of client profiles, and have been managing discretionary portfolios for individuals, pension funds, institutions and the Isle of Man Government for over 20 years. The Group’s investment managers have a proven track record of strong absolute returns and relative returns against benchmark indices.

The Group have established Capital Investment Fund PCC PLC as an Isle of Man Qualifying Fund with four Share Classes; Pursuant to the Qualifying Fund Regulations, SMP Fund Services Limited act as the Manager to the Fund and each of the share classes. Capital International Limited are the appointed Investment Manager and Custodian to the Fund and each of the Share Classes.

CAPITAL INVESTMENT FUND PCC PLC

Capital Investment Funds PCC PLC is an open ended investment company that offers Qualifying Investors the opportunity to invest in four different Share Classes:

Share Class ‘A’ – UK Equity Sub-Fund
Share Class ‘B’ – US Equity Sub-Fund
Share Class ‘C’ – UK Fixed Income Sub-Fund
Share Class ‘D’ – Global Diversified Resources Sub-Fund

Important note:

On Friday 1st June 2018 Capital International Fund Managers Limited was acquired by SMP Partners Group Limited and SMP Fund Services Limited was appointed as the new Manager of the following Authorised Schemes:

  • Capital International High Income Fund P.L.C which is renamed SMP High Income Fund PLC; and
  • Capital International Sterling Roll-up Fund P.L.C which is renamed SMP Sterling Roll-up Fund PLC, (the “Funds”).

Further information on the Funds is available on the SMP Partners website: http://www.smppartners.com/services/fund-services.

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Investment Review | First Quarter 2019

Download our Quarterly Review, with features from our Investment Team as well as news from Capital International Group.

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