A great start for our new fund
I am delighted to report that our sister company Minerva Money Management’s new fund The CCM Intelligent Wealth Fund has had an excellent first 3 months.
It rose in value by 7.3% net of charges over the 3 months ended 15 July 2018 and had grown to a fund size of £5.7 million.
This is vindication of our bold approach to managing the fund. We decided from the outset that the fund would only invest in innovative and disruptive companies that are shaping our future. We chose the following 8 investment themes of the future;
Internet of Things
Bank payment systems
Based on lots of research we decided these 8 themes were the ones that were likely to give the best returns over the next 5-10 years.
We believe our fund is effectively a fourth industrial revolution fund.
We back-tested our ghost portfolio over the last 3 years and produced returns of 25% a year on average including 29% over the last 12 months to 31 March 2018.
The actual performance so far is even better! A 3 month return of 7.3% is equivalent to an annual compound growth rate of 32.55%! Now that is an impressive potential return.
Of course it is early days. No-one knows what will happen to worldwide stockmarkets over the next few years but we remain convinced that our fund will be one of the very best performers during this period. So far so good.
If you haven’t already invested in the CCM Intelligent Wealth Fund what are you waiting for? Contact us today and start investing. You know it makes sense.
Did you like this blog?
Enter your email address to receive Tony's View straight to your inbox!