With three portfolios you can choose to invest your client’s assets for Growth, Income or Income & Growth.
As an investor in CSI, your clients will be invested in one of the above funds, which are Luxembourg based SICAVs (a collective investment scheme similar to a unit trust), which is recognised by the UK Financial Conduct Authority (FCA) and has HMRC reporting status.
The funds are managed via a consistent and disciplined approach. By drawing upon the wider, long-established investment expertise, the funds are focused on delivering superior, risk-adjusted returns over the long term.
Using a dynamic approach to asset allocation, inspiration for investment ideas is drawn from the core stock list, which is monitored by the in-house research team. The funds, unrestricted by sector and market capitalisation, will typically invest via direct equities for UK exposure and use third party funds, for overseas and specialist sector exposure.