Why Cantab’s Funds?

With more than 150 years of investment expertise in the Cantab investment team, Cantab has developed model portfolio strategies over the last ten years and has incorporated them into the VT Cantab Moderate Fund and the VT Cantab Balanced Fund.  Good investment results have been achieved and the Funds have grown in size to more than £130m in two years.

Performance

Whilst past performance is no guide to future performance, Cantab’s Moderate and Balanced strategies have achieved top-quartile performance in the ARC listings over most time periods in the past ten years.

Cumulative Performance (%) 1yr 3yr 5yr 10yr
VT Cantab Moderate C Class1 18.2 27.5 55.9 134.9
IA Mixed Investment 40-85% Shares 17.3 21.4 47.8 93.1
IA Sector Quartile Rank 2 1 1 1
ARC Steady Growth 15.4 18.8 42.6 81.7

 

Cumulative Performance (%) 1yr 3yr 5yr 10yr
VT Cantab Balanced C Class1 20.8 28.6 63.0 144.4
IA Mixed Investment 40-85% Shares 17.3 21.4 47.8 93.1
IA Sector Quartile Rank 1 1 1 1
ARC Steady Growth 15.4 18.8 42.6 81.7

All data from FE as at 30/06/2021

1Performance before launch date is taken from the segregated Moderate and Balanced model portfolios respectively (as verified by ARC).

Tax

The Cantab OEIC provides a tax efficient wrapper for portfolio management with no capital gains tax (‘CGT’) on transactions within the OEIC.

  • No VAT is chargeable on the discretionary management fee
  • The management fee is tax deductible within the OEIC
Investment Approach

Cantab’s approach is long-term buy and hold and style agnostic, with clear strategies and appropriate diversification.

Dealing

Cantab funds deal on a daily basis, investing in highly liquid assets in normal market conditions.

What is an OEIC?

An Open-Ended Investment Company (OEIC) is a collective investment vehicle that pools your money with other investors.

An OEIC is a company in its own right, so when you invest money in an OEIC you buy shares in that company. As OEICs are open-ended vehicles (unlike investment trusts), the OEIC will issue (or redeem) shares on a regular basis in response to investor demand. This will then increase or reduce the overall size of the fund accordingly.

The OEIC fund’s value is directly linked to the performance of its underlying financial assets – when their value increases, your shares grow in value too. Of course, if these financial assets go down in value then so too does the value of your shares.

As the OEIC pools money from several investors, this larger size allows the fund manager to invest in a greater variety of financial assets (company shares, government or corporate debt or other types of financial investments in global markets). Additionally, this greater size will allow economies of scale in relation to the cost of investing in financial assets.

How to Invest?

Our funds are made available to clients, however, you can also find VT Cantab funds on multiple platforms. If you have any questions please do call us on 01223 52 2000.

Find out more

Cantab’s investment management can help you achieve medium to long-term financial goals.

Risk warning:
The value of investments and the income therefrom is not guaranteed and can fall as well as rise due to stock market and currency movements. When you sell your investment, you may get back less than you originally invested. The value of overseas securities will be influenced by the rate of exchange which is used to convert these to sterling. The opinions expressed herein are those of Cantab Asset Management Ltd and should not be construed as investment advice. Past performance is not a guide to future performance.

ESG Performance Warning:
It is important to note that in selecting ESG investments, a screening out process has taken place which eliminates many investments potentially providing good financial returns. By reducing the universe of possible investments, the investment performance of ESG portfolios might be less than that potentially produced by selecting from the larger unscreened universe.