The Intelligent Wealth Fund goes from strength to strength

Sep 26, 2018 | Tony Byrne's View


As many of the readers of my weekly blogs are clients, they will already be invested in our new fund, The CCM Intelligent Wealth Fund, which is included in our Wealth Investment Strategy. The fund is managed by our sister company, Minerva Money Management.

At the time of writing, I am delighted to say that after just 5 months and 9 days our fund has achieved a return of 6.58% and grown in size to £7.4million. This means that the pro rata annual compound growth rate of the fund is about 15% which is outstanding by anyone’s standards.

Prior to launching the fund on 16 April 2018, we backtested the returns based on a ghost portfolio. The results were astonishing. The average annual return over a three-year period was 25%! We knew we were on to something. The actual return so far has exceeded the return of the ghost portfolio and we are very proud of it.

We remain convinced that our strategy of investing in innovative and disruptive companies that are shaping our future is a winning one. Just to remind you, we have chosen the following eight areas that offer investors the greatest growth opportunities in the next few years:

  • Biotechnology
  • Internet of Things
  • Robotics
  • 3D printing
  • Renewable energy
  • Bank payment systems
  • Transport
  • Media

We consider our fund to be in effect a 4th industrial revolution fund because we have no doubt that we are in the midst of the latest industrial revolution, which is going to totally transform the world. We think it makes sense to be invested where most of the growth in stock markets is likely to come from over the next 5-10 years.

Don’t just take my word for it, read Jim Mellon’s and Al Chalabi’s excellent book “Fast Forward” for their compelling research and evidence for why these sectors are worth investing in.

If you aren’t already invested in the CCM Intelligent Wealth Fund, what are you waiting for? Contact us today to find out how to invest in it. You know it makes sense.

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