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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 CFB Global Equity funds, a total return equal to or in excess of the composite index measuring the constituent classes.

Dealing dates

10th, 20th and last day of month

Managed Fixed Interest Fund

Investment objective

Over rolling five year periods, to achieve, a total return equal to or in excess of the UK Government fixed interest market.

Dealing dates

10th, 20th and last day of month

Managed Mixed Fund

Investment objective

Over the long term, to provide a good level of income, with capital growing in line with inflation.

Dealing dates

10th, 20th and last day of month

Further details

The Managed Mixed Fund invests solely in units of the Epworth Multi-Asset Fund for Charities. (Nil fee share class. Fees are levied at CFB fund level.)

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%
Global Equity Fund15-25%
Managed Fixed Interest Fund40-60%
Property Fund5-15%
Deposit Fund0-5%

Dealing dates

10th, 20th and last day of month

Managed Methodist Council Long Term Fund

Investment objective

Over the long term, to preserve real capital value with an expectation of income growth.

Investment parameters

UK Equity Fund30-40%
Global Equity Fund30-40%
Managed Fixed Interest Fund5-25%
Property Fund10-20%
Deposit Fund0-5%

Dealing dates

10th, 20th and last day 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.

Central Finance Board of the Methodist Church Fund Rules

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