Oligo is now representing the Canaccord Genuity funds

By October 2, 2018 Uncategorized

Oligo is proud to announce that we are now the Swiss representative for the Canaccord Genuity Investment Funds plc. These include CGWM Cautious Fund, CGWM Bond Fund, CGWM Affinity Fund, CGWM Diversity Fund and CGWM Opportunity Fund.

Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets, which was established in 1950. The Company has Wealth Management offices located in 10 countries, including Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity Wealth Management’s investment professionals manage and administer over 26.9 billion GBP (as at 30 June 2018) of assets.

The CGWM Cautious Fund was launched in Ireland in September 2008. The Investment objective of the Fund is to generate income and capital growth by investing in an internationally diversified portfolio of shares and units in collective investment schemes and individual high quality fixed interest instruments. This fund has a cumulative performance of 110.29% since inception and its size amounts to 35.8M GBP as at the end of August 2018.

The CGWM Bond Fund was launched in Ireland in january 2014. Its objective is to primarily generate positive total returns from a diversified portfolio of bonds and other debt securities and collective investment schemes. This fund has a CGWM Fund performance of 51.11% since inception. The fund size amounts to 37M GBP as at the end of August 2018.

The CGWM Diversity Fund, the CGWM Opportunity Fund and the CGWM Affinity Fund were launched in Ireland in September 2008. Their objective is to generate capital growth by investing in an internationally diversified portfolio of shares and units in collective investment schemes and individual high quality fixed interest instruments. The CGWM Diversity Fund has a cumulative performance of 114.08% since inception. The fund size amounts to 115.9M GBP as at the end of August 2018.
The CGWM Opportunity Fund has a cumulative performance of 275.06% since inception. The fund size amounts to 122M GBP as at the end of August 2018. The CGWM Affinity Fund’s size amounts to 66.2M GBP as at the end of August 2018 and has a cumulative performance of 126.02% since inception.

Oligo is licensed by FINMA to represent funds distributed to qualified and retail investors. Oligo represents over 400 funds from several jurisdictions. With its ongoing cap intro events, Oligo keeps adding real value for its clients.

Should you wish to have your fund represented in Switzerland by Oligo Swiss Fund Services or to receive more information about our services, please contact us using the email address info@oligofunds.ch or by visiting our website: www.oligofunds.ch.