Many of our clients look after other members of their family’s investments, such as children’s trusts or a spouse’s ISA. Often it is not cost-effective to manage smaller accounts on an individual basis so we offer a service that is managed on a discretionary basis that pools investors' assets.
By investing through our Coleman Street Investment (CSI) Service, you can achieve diversification, which can help reduce volatility regardless of your investment portfolio size.
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A choice of three portfolios with different investment objectives that pools your assets with those of others.
You have a smaller sum to invest:
Pooling assets into a fund allows you to access our discretionary expertise on a more cost-effective basis.
You are looking for simplicity:
Investing via a collective investment fund means there are no tax implications for the investor when buying and selling within the fund.
You do not require a bespoke service:
Many investors require a portfolio tailored to their needs but for those who don’t, this service can offer a fully diversified portfolio that invests in direct stocks as well as funds.
As a personal service is the hallmark of our success to date, clients of the CSI Service will also have an individual investment manager as their main point of contact. This helps us develop a relationship which means we can adapt as and when your investment objectives change.
Click here to download the fund Key Investor Information Documents (KIIDs) and Prospectus.
What our clients say
I am particularly satisfied with the ease in which I can approach and communicate with my Investment Manager or his assistant.
Not every investor needs a tailored portfolio
Investing via a unitised, or pooled, funds can make investing very simple for those that don’t need a bespoke service.
James Godrich, a Fund Manager at JM Finn, introduces our Coleman Street Investments service encompassing the CSI Income, CSI Growth and CSI Income & Growth funds. Find out the benefits of this service, who it is suitable for and how JM Finn selects its investments.
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