The name and history trace back to Cambridge. Our views and experience are international.
Cantab is an investment management firm with a track record of more than thirty years. We have considerable expertise and understanding of investment strategy, asset allocation, fund selection and stock analysis. Our investment committee is made up of experts from different disciplines. This depth of knowledge is made available to all clients through our investment research team.
Our investment performance speaks for itself. Cantab’s Discretionary Fund Management gives Intermediaries access to the service via the VT Cantab funds, on a bespoke basis or through our Managed Portfolio Service.
Cantab works with Intermediaries to assist in achieving investment objectives.
What We Offer
Cantab offers two core services to Intermediaries, releasing time to focus on client relationships and financial planning.
Open Ended Investment Company Funds (OEIC): Cantab have unitised the two most common portfolios for clients, the VT Cantab Moderate and VT Cantab Balanced funds. The funds are suitable for clients with an attitude to risk somewhere near the middle of the risk spectrum. These funds are also appropriate for larger clients who want to mitigate CGT liabilities in a General Investment Account.
Managed Portfolio Service (MPS): Where clients prefer to have a segregated portfolio, Cantab offers the MPS. Portfolios are brought in line with Cantab models at the click of a button. We have a series of risk-rated portfolios which are used in line with the client’s attitude to risk.
Intermediaries can use the Cantab Discretionary Service in a range of wrappers, including Self Invested Personal Pensions, ISAs, offshore and onshore bonds.
Cantab use a range of indices to compare portfolio performance, many of which are considered industry standards.
Strength in Partnership
Working with Cantab will create a strong partnership from which your clients will benefit. You can focus on the financial planning and will not face the time, resource, stress and regulatory issues that are an integral part of portfolio management. By working with Cantab you can also assure your clients that the investment management they receive is independent.
Independent discretionary managers provide unbiased and unrestricted advice for a client based upon a comprehensive and fair analysis of the whole of the marketplace. Our view is that it is in your best interest to appoint an independent discretionary manager in order that your client portfolios may be managed in a comprehensive and holistic manner with all options available and considered to arrive at the best solution.