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 Fund | 15-25% |
| Global Equity Fund | 15-25% |
| Managed Fixed Interest Fund | 40-60% |
| Property Fund | 5-15% |
| Deposit Fund | 0-5% |
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 Fund | 30-40% |
| Global Equity Fund | 30-40% |
| Managed Fixed Interest Fund | 5-25% |
| Property Fund | 10-20% |
| Deposit Fund | 0-5% |
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.