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Managed

Managed Equity Fund

Investment objective

Over rolling five year periods, to achieve through holdings in the CFB UK Equity and Overseas funds, a total return equal to or in excess of the composite index measuring the constituent classes.

Investment parameters

UK Equity Fund80-90%
Overseas Fund10-20%

Dealing dates

1st, 11th, 21st of month

Managed Fixed Interest Fund

Investment objective

Over rolling five year periods, to achieve through holdings in the CFB Gilt, Corporate Bond and Short Fixed Interest funds, a total return equal to or in excess of the UK Government fixed interest market.

Investment parameters

CFB Gilt Fund30-50%
Corporate Bond Fund 5-15%
Short Fixed Interest Fund 40-60%

Dealing dates

1st, 11th, 21st of month

Managed Mixed Fund

Investment objective

Over rolling five year periods, to achieve through holdings in the CFB UK Equity, Overseas, Gilt, Corporate Bond, Short Fixed Interest, Inflation Linked and Property funds a total return equal to or in excess of a composite index measuring the constituent asset classes.

Investment parameters

UK Equity Fund50-70%
Overseas Fund5-15%
Inflation Linked Fund0-5%
Gilt Fund5-15%
Corporate Bond Fund0-10%
Short Fixed Interest Fund0-10%
Property Fund0-20%
Deposit Fund0-5%

Dealing dates

1st, 11th, 21st of month

Managed Methodist Council Medium Term Fund

Investment objective

Over the medium term, to provide income and to preserve nominal capital value with some prospect of capital growth.

Investment parameters

UK Equity Fund15-25%
Overseas Fund15-25%
Gilt Fund0-25%
Corporate Bond Fund0-25%
Short Fixed Interest Fund25-35%
Property Fund5-15%
Deposit Fund0-5%

Dealing dates

1st, 11th, 21st of month

Managed Methodist Council Long Term Fund

Investment objective

This fund is designed for investors with a time horizon of more than 7 years.

Investment parameters

UK Equity Fund30-40%
Overseas Fund30-40%
Gilt Fund0-15%
Corporate Bond Fund0-15%
Inflation Linked Fund0-10%
Property Fund10-20%
Deposit Fund0-5%

Dealing dates

1st, 11th, 21st of month

Risk Warning

CFB Funds are designed for long term investors. While we hope that unit values will rise, prices can and do fall. They are not suitable for you to use if you cannot accept the possibility of capital losses