Hawksmoor Fund Managers (HFM) offer three funds, the MI Hawksmoor Vanbrugh Fund, the MI Hawksmoor Distribution Fund and the MI Hawksmoor Global Opportunities Fund, all of which are intended to be core holdings in your portfolio.

The MI Hawksmoor Vanbrugh Fund is designed for investors seeking a total return with an emphasis on capital growth whilst seeking to limit losses in the short term. Meanwhile the primary aim of the MI Hawksmoor Distribution Fund is to deliver an attractive level of income, recognising that this may require a relatively higher level of risk to achieve this. The MI Hawksmoor Global Opportunities Fund also strives to achieve capital growth but with a much higher tolerance for risk, hence the much longer investment horizon required.

All funds are managed with a multi-asset, fund-of-funds based approach using collective investments, including investment trusts, to gain access to opportunities across a broad range of asset classes.

HFM is a trading name of Hawksmoor Investment Management Limited


Dealing and Enquiry Line:
+44 (0)345 026 4283
Fund Manager website:
http://www.hawksmoorim.co.uk

Funds

The MI Hawksmoor Global Opportunities Fund

The Fund aims to grow the amount you originally invested.

The Fund will invest in a range of investment funds from the United Kingdom as well as authorised offshore funds listed on exchanges worldwide. These will be from a range of fund managers and will include funds such as investment trusts, which offer shares quoted on a stock market.

The assets of these other funds will be UK and global shares, bonds (which are loans that pay a fixed or variable rate of interest issued by companies and governments) and other investments such as property and commodities.

The Fund will gain exposure to property through investment trusts and exposure to commodities through investment funds, exchange traded funds and investment trusts.

The Fund may use derivatives for investment purposes however, this policy is not currently applied and may not be applied without giving the required 60 day notice to Shareholders.

The Fund will adopt an active strategy seeking to take advantage of pricing inefficiencies found in some funds, and from movements in financial markets.

The MI Hawksmoor Vanbrugh Fund

The Fund aims to grow the amount you originally invested and provide income.

The Fund will invest in a range of investment funds from the United Kingdom as well as authorised offshore funds listed on exchanges worldwide. These will be from a range of fund managers and will include funds such as investment trusts, which offer shares quoted on a stock market.

The assets of these other funds will be UK and global shares, bonds (which are loans that pay a fixed or variable rate of interest issued by companies and governments) and other investments such as property and commodities.

The Fund will gain exposure to property through investment trusts and exposure to commodities through investment funds, exchange traded funds and investment trusts.

The Fund may use derivatives for investment purposes however, this policy is not currently applied and may not be applied without giving the required 60 day notice to Shareholders.

The Fund will adopt an active strategy seeking to take advantage of pricing inefficiencies found in some funds, and from movements in financial markets.

The MI Hawksmoor Distribution Fund

The Fund aims to provide you with income and the potential to grow the amount you originally invested.

The Fund will invest in a range of investment funds from the United Kingdom as well as authorised offshore funds listed on exchanges worldwide. These will be from a range of fund managers and will include funds such as investment trusts, which offer shares quoted on a stock market.

The assets of these other funds will be UK and global shares, bonds (which are loans that pay a fixed or variable rate of interest issued by companies and governments) and other investments such as property and commodities.

The Fund will gain exposure to property through investment trusts and exposure to commodities through investment funds, exchange traded funds and investment trusts.

The Fund may use derivatives for investment purposes however, this policy is not currently applied and may not be applied without giving the required 60 day notice to Shareholders.

The Fund will adopt an active strategy seeking to take advantage of pricing inefficiencies found in some funds, and from movements in financial markets.

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