Agility + Acumen

We’re independent. We’re not owned by a bank. We’re not owned by an

insurance company. We’ve deliberately designed a nimble company to bring

to advisers and investors a straightforward series of funds managed by

individuals who we believe are masters of their craft.

A good fund manager, like any good craftsman is hard to find. Once found, City

Financial harnesses the proven skills of these individuals. Without legacy or

conflict of interests and without the distractions that a big company brings, the

managers are empowered to focus on creating something remarkable for our

investors and their advisers.

Update – City Financial acquires Assetmaster fund range from Investec Wealth & Investment

On 23 June 2015, City Financial acquired the Assetmaster fund range from Investec Wealth & Investment, comprising £204 million in assets.

City Financial will, subject to regulatory approval, take on the full responsibilities of the Authorised Corporate Director at a later date. In the interim, City Financial has taken over investment management responsibility for the following Funds:

IWI Cautious Portfolio Fund
IWI Balanced Portfolio Fund
IWI Growth Portfolio Fund
IWI Global Thematic Portfolio Fund
IWI Multi Strategy Fund

The investment management responsibility for the IWI Fixed Income Fund will be transferred to City Financial in the near future.

Update – Small change to the City Financial Absolute Equity Fund investment objective

The investment objective of the Absolute Equity Fund, found in the Prospectus, KIID and factsheet has changed. This was done in an effort to be clearer regarding the risk/return outcome of the Fund and better manage investors’ expectations. We have amended the period during which the Fund aims to achieve a positive absolute return.

As per the literature, the objective of the Fund previously stated: “The Absolute Equity Fund is a fundamental equity long/short strategy which aims to achieve a positive absolute return for investors over rolling twelve month periods, primarily through investment in UK and global equities.” The objective now states: “The Absolute Equity Fund is a fundamental equity long/short strategy which aims to achieve a positive absolute return for investors over rolling 36 month periods, primarily through investment in UK and global equities.”

If you have any administrative enquiries, please contact us by telephoning 0845 300 2107 or emailing administration@cityfinancial.co.uk. For all other queries, please email enquiries@cityfinancial.co.uk.

Update – City Financial Global Strategies Irish UCITs Range: Rationalisation complete

Following the completion of the rationalisation on 23 May 2015, the Growth Portfolio merged into the Adventurous Portfolio and the Balanced, Cautious, Income and Moderate Portfolios merged into the Wealth Fund. Mark Harris continues to manage the two remaining funds in City Financial’s Irish UCITs Range.

  • The Adventurous Portfolio and the Wealth Fund’s literature is available here

Update – City Financial Multi Asset Funds: Market update and fund positioning

Mark Harris, head of Multi Asset at City Financial, provides an update on multi asset funds in light of equity market weakness.

  • Read the article here