Today, more than ever, there’s a huge range of investments to consider. We want to be your partner in searching out great opportunities and bring our professional expertise and proven techniques within easy reach. We think you’ll agree that this is something well worth considering as part of your investment program.
The Capricorn Diversified Investment Fund (CDIF) has been specifically designed to be the perfect complement to the mainstream investments you’re familiar with, bringing additional spread and other benefits to your holdings. Its clear objectives make it easy for you to decide how suitable an investment it could be.
CDIF is a regulated, pooled investment unit trust offered to a limited number of people. There is no entry or exit fee and the on-going fee offers excellent value for money.
The role of the Capricorn Diversified Investment Fund is to complement other investments in your portfolio. It uses a variety of ways to do this.
Some investments are not feasible to own in an individual portfolio, for instance because of large minimum investment requirements or liquidity issues. Also some legitimate investment techniques are impractical and expensive to apply at the individual portfolio level. Enhancing income using options and risk management using hedging techniques are examples.
The pooled unit trust structure overcomes these problems and conveniently opens up a wider choice of investments and solutions tailored to your needs.
Adapting another’s slogan: “it’s the opportunities that Capricorn reject that make its Diversified Investment Fund the best”. The investment committee has extensive and varied skills and this along with a comprehensive evaluation process means a highly selective approach is applied to portfolio construction.
The Capricorn Diversified Investment Fund uses its own team of experts to identify and evaluate many investment opportunities. Some of these opportunities are sourced from contacts from within it’s own network and some are great ideas and techniques that other professionals have developed.
Looking for opportunities around the world as well as in our own backyard makes sense. Using techniques mastered by others as well as our own expertise provides additional choice of solutions and spread of holdings. A completely open-minded attitude combined with a rigorous evaluation approach leads to effective identification of potential opportunities and successful selection of those to pursue.
Your adviser can give you more details of how effective blending is achieved and examples of past investment opportunities that have been considered and rejected and considered and adopted
It’s important that you understand the objectives of the Capricorn Diversified Investment Fund so you can make a decision about including it in your portfolio. By the way, a holding of no more than 10% of your overall portfolio in this fund with an investment period of at least 5 years would be a general guide to its position.
The fund’s objectives are:
- Consistent annual income distribution of 8% with quarterly distributions.
- Low level of volatility compared with share markets.
- Longer-term capital growth in line with inflation.
Call Capricorn Investment Partners on 1800 679 000 or the Pentad Group on 1800 804 431 today, to set up your free initial meeting to speak with one of our friendly advisers and learn more about CDIF. To learn more about the CDIF go to http://www.cdif.com.au.
Chris Heyworth is an associate member of The Institute of Chartered Accountants in England and Wales and a Certified Financial Planner with over 25 years’ experience.