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| The CF Richmond Core Fund | |||||||||||||||||||||||||||||||||||||||||||||||||
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The RationaleThe private investor, following three years of falling markets, has reached the limit of his tolerance for paying for mediocrity. Most unit trusts have not only delivered disappointing performance, but also inadequate levels of service. The disillusionment of today's investor with the whole concept of equity investment is not surprising. We believe our Portfolio Service can help to rekindle the appetite for saving and investment. It is designed to provide a level of service that very few of the large, established houses deliver to their clients. In a world with an overwhelming number of investment choices, our aim is to make life easier for the professional and his/her client. In general, people feel more comfortable sticking with what they know and trust. Our goal is to deliver quality both in terms of service and fund performance. Our difference is that our clients will always be well informed. Broad Outline of the Proposed FundThe driving dynamic behind the fund is a combination of exploiting both the current favourable demographic trends and the cyclical decennial patterns found in world equity and bond markets. We believe the team at Richmond Fund Advisers is well placed to provide good performance. Logie Cassells was winner of the Investment Week Fund Manager of the year awards in 2000 for the Diversified Funds category. Joss Smith has over 20 years' experience in the use of applying cycle analysis to the pursuit of investment performance. Our approach emphasises levels of service as much as investment style. The section of the website allows advisers to view, online, the portfolio structure, the fund performance and the basis for our investment decisions. We wish our investors and their advisers to be the best informed in the marketplace. Our monthly report, "The Informed Investor", highlights emerging trends and summarizes our current investment thoughts. The Funds section is not aimed at telling, but involving - to involve the investor so as to establish an understanding of our investment process and of the importance of "listening to the market". "Tell me and I will forget. Show me and I will remember. Involve me and I will understand." Aristotle
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