JAMES SPENCE
Co-Manager
Fund Information
Carefully selected high quality global assets offering inflation beating return / A global strategy investing across multiple asset classes with an unconstrained approach to asset allocation. The target return is CPI +3%.
Recognising that most investors want to beat inflation and invest with a margin of safety, we carefully select a blend of high quality and liquid assets from a global universe. These include shares in growth businesses and assets that generate regular cash flows, such as infrastructure and lending via bonds issued by governments or corporates.
We aim to preserve and grow capital through investing in an approved range of investment vehicles, including direct securities, passive funds and specialist managers, targeting a return of CPI+3%.
The fund is domiciled in the UK under UCITS regime and trades daily at net asset value (NAV).
A sister fund, Cerno Select (Dublin), follows the same strategy and is domiciled in Ireland, also under the UCITS regime.
CERNO PROSPECTUS
Platforms to purchase the fund
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