We understand clients often seek to reduce the impact of the volatility inherent in financial markets, for greater certainty of positive returns independent of market cycles. We believe we can best meet these objectives by including a pooled investment vehicle such as The Thesis Charlotte Square Allweather Fund in the portfolio mix to add shape, direction and spread.
At the heart of The Thesis Charlotte Square Allweather Fund strategy will be an emphasis on positive return assets. We believe that this strategy and, in particular, our long experience and success with individual conservative hedge funds, will enable us to target positive returns – even in bear market conditions.
Please see the links below to the Full Prospectus for full details of the Fund.
The unit price is published here daily on our website and on www.fundlistings.com
The Thesis Charlotte Square Allweather Fund is subject to the United Kingdom tax regime. If you are a taxpayer, your investment will fall to be taxed within that framework, and you will be required to invest in Fund ‘net’ units. If you apply for Fund ‘gross’ units you will be obliged to give suitable evidence of your tax status that so entitles you to invest in ‘gross’ units.
If you are uncertain as to your tax status as an investor and uncertain as to the appropriate form of investment for you, please take professional advice to clarify your personal circumstances.
Thesis Unit Trust Management is authorised and regulated by the Financial Conduct Authority.
The Thesis Charlotte Square Allweather Fund Unit Price:
‘A’ class income 140.6p – Accumulation 142.4p
Application forms can be obtained by telephoning the Dealing Line:
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