After a long wait lasting more than a year, Hargreaves Lansdown finally agreed to list our fund on their platform recently. This is a major breakthrough for us.
It is not easy to get listed on platforms especially those larger ones unless there is a lot of investor demand to invest in your fund on that platform. It is especially difficult for a small fund such as ours, with £18 million under management, and lacking a brand name.
Hargreaves Lansdown is the UK’s top investment platform for private investors, based in Bristol, where they now employ over 1,700 people. They have been established for more than 35 years and have more than £86 billion under management with more than 1.3 million clients.
You can invest in our fund through your Hargreaves Lansdown ISA, self-invested personal pension (SIPP) or dealing account.
The CCM Intelligent Wealth Fund is still only available on 6 investment platforms including AJ Bell and now Hargreaves Lansdown. It is very disappointing that it has taken us 3 years and 5 months to get listed on so few platforms in spite of our stellar investment performance over the last 12 months (to July) during which our fund has risen in value by 55%* and ranked 3rd out of 440 funds in the IA Global sector at the time of writing.
https://www.trustnet.com/factsheets/o/oxo8/ccm-intelligent-wealth
Hopefully, now that the UK’s largest investment platform has accepted our fund other platforms will swiftly follow. We certainly deserve to feature on all of the leading platforms.
Hargreaves Lansdown publishes a list of its Wealth 150/50/Shortlist funds’ performance over a period of just over 5 years. Its average fund has produced a return of 63.8% (£1,000 grew to £1,638).
https://www.hl.co.uk/funds/help-choosing-funds/wealth-shortlist/performance
Our fund by contrast is less than three and a half years old so we cannot compare our 5-year past performance track record. Nonetheless our one-year performance record of 55%* does compare very favourably indeed.
Visit our Minerva Money Management fund managers’ website for more details.
So if you are already invested on AJ Bell or Hargreaves Lansdown’s platforms, you may like to consider investing in the CCM Intelligent Wealth fund. You know it makes sense.**
*The CCM Intelligent Wealth Fund’s return from July 2020 to July 2021 was 55.0% (source: Trustnet).
**The value of investments and the income derived from them may fall as well as rise. You may not get back what you invest. This communication is for general information only and is not intended to be individual advice. You are recommended to seek competent professional advice before taking any action. All statements concerning the tax treatment of products and their benefits are based on our understanding of current tax law and HM Revenue and Customs practice. Levels and bases of tax relief are subject to change.
