Onshoring of the Coleman Street Investment Funds

We have written to you to inform you of our plans to transfer the holdings of the JM Finn Coleman Street Investment Funds into three new funds on a like-for-like basis.  These new funds, managed by the same team, will have new names and be part of the newly formed, JM Finn Investment Management Service. 

To find out more information about the changes, please see our Frequently Asked Questions document here.

Remember, you can view your current holdings on our client portal and the fund fact sheets are available here.

To listen to a Q4 update from our Investment Office and the fund manager of the funds, please click here.

To read more about the new Investment Management Service, please click here and to see the updated fee schedule click here.

For any further information about the changes taking place, please do not hesitate to contact your investment manager.