Investment Funds

UK domiciled funds

Direct investment (i.e. outside an ISA)

Please ensure you or your client read the Simplified Prospectus or Key Features Document (as applicable) before making an investment. You or your client can invest a lump sum in any of our UK domiciled funds by telephone or post.

Which funds can I or my client invest in?

  • European Fund
  • Multi-Manager Diversity Balanced Fund
  • Multi-Manager Diversity Fund
  • Multi-Manager Diversity Tactical Fund
  • Multi-Manager Global (ex UK) Fund
  • Multi-Manager UK Growth Fund
  • Strategic Bond Fund
  • UK Absolute Target Fund
  • UK Corporate Bond Fund
  • UK Dynamic Fund
  • UK Equity Income Fund
  • UK Growth & Income Fund
  • UK Opportunities Fund
  • UK Smaller Companies Fund

How can I invest?

By telephone:
Ring our dealing line 020 3479 0000 between 9.00am and 5.00pm on any business day.

By post:
Complete the appropriate lump sum application form and return it with your cheque as instructed on the form. 

ISA

All of our UK domiciled funds, except the UK Absolute Target Fund, are available for investment in a Cazenove Investment Management Limited (CIFM) stocks and shares ISA.

Please note that other ISA plan managers do offer the UK Absolute Target  Fund within their ISA wrapper and you should contact them directly for further information.

Which funds can I or my client invest in through a CIFM stocks and shares ISA?

  • European Fund
  • Multi-Manager Diversity Balanced Fund
  • Multi-Manager Diversity Fund
  • Multi-Manager Diversity Tactical Fund
  • Multi-Manager Global (ex UK) Fund
  • Multi-Manager UK Growth Fund
  • Strategic Bond Fund
  • UK Corporate Bond Fund
  • UK Dynamic Fund
  • UK Equity Income Fund
  • UK Growth & Income Fund
  • UK Opportunities Fund
  • UK Smaller Companies Fund

How can I or my client invest?

By post only:
Complete the appropriate ISA application form and return it with your cheque (if applicable) as instructed on the form.

If you have any queries or need further application forms then please call our Client Services Team on 020 3479 0000.

Third party ISA, life, pensions, SIPPs, offshore

Our funds are widely available through a variety of leading product providers and fund platforms (distribution partners).

Certain funds are available through our distribution partners (pdf). Alternatively, please contact your usual product provider for further information.

 

Telephone: 0800 015 9592