Returns for recent years are shown above for the “Moderate” Risk Level 5 and “Balanced” Risk Level 6 Cantab Fund model portfolios.
Returns for recent years are shown above for the Cantab Investment Trust model portfolio.
NB
(i) Model performance is based on re-balancing portfolios at the start of each month.
(ii) Performance is calculated on a total return basis.
(iii) All results are shown prior to adviser fees, apart from ARC Steady Growth and ARC Equity Risk which are net of adviser fees.
The Cantab Investment Committee is chaired by the Chief Executive and meets quarterly to discuss the strategic asset allocation of portfolios with the Chief Investment Officer, the Investment Manager and the Client Directors. Each month, an Investment Review meeting is held to discuss tactical recommendations on fund and stock selection as well as any interim asset allocation issues. Investment research is carried out both internally by our own analysts and externally through consultants and research firms who provide material to our investment team.
The mission of the firm is to assist private clients, trusts and charities to create, preserve and protect capital to meet their needs and objectives. The investment philosophy of the firm is:
- To achieve diversification through a range of asset classes.
- To manage the investment risk by proportionate use of the asset classes.
- To meet objectives through the selection of appropriate fund managers.
- To review investments regularly for acquisition and for sale.
As a firm, we seek to employ the best people, to use the best systems and to maintain the highest professional standards.
Cantab offers clients a holistic service
Cantab Asset Management provides comprehensive financial planning and wealth management services to a range of clients. We provide clients with a fully integrated approach seeking to cover all areas of their financial situation.
For Institutional Clients, this will typically include a mixture of asset allocation, performance analysis and investment management advice, but may include individual stock selection and discretionary portfolio management. Areas of specialisation include:
- Investment advice and wealth management
- Asset allocation
- Income projections
- ESG investments
- Liability driven investments
- Consolidated reporting and benchmarking
- Portfolios to meet different objectives
For Private Clients, this will typically include a mixture of pensions, tax and investment management advice, but may include estate planning, trusts and charitable giving. Areas of specialisation include:
- Comprehensive Financial Planning
- Investment advice and wealth management
- Retirement planning and pensions
- Estate and trust planning
- Taking benefits
- Cash flow planning
Cantab’s portfolios are available as segregated portfolios or within the VT Cantab Open Ended Investment Company (OEIC). Cantab has c. £1bn in assets under management.
Risk Warnings. This document has been prepared based on our understanding of current UK law and HM Revenue and Customs practice as at 1 January 2024, both of which may be the subject of change in the future. The opinions expressed herein are those of Cantab Asset Management Ltd and should not be construed as investment advice. Cantab Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. As with all equity-based and bond-based investments, the value and the income therefrom can fall as well as rise and you may not get back all the money that you invested. The value of overseas securities will be influenced by the exchange rate used to convert these to sterling. Investments in stocks and shares should therefore be viewed as a medium to long-term investment. Past performance is not a guide to the future. 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.
