Investment FundsCF Cheviot Balanced Fund

A multi-asset fund of funds that looks to provide a balanced investment strategy through investing in a well diversified spread of collective funds from each asset class and/or geographical sector. Our independence allows us to select the best performing collective funds in the market place, without any affiliation to or overreliance on one single investment house.

Fund Aim

To provide a balance of income and capital growth through investment in a diversified portfolio of predominately collective investment schemes. There may be occasions when the Fund invests in equities, government securities, bonds, cash and money market instruments. Investments will not be confined to any particular economic or geographic sectors.

Investment Process

Cheviot's investment process combines strong disciplines with bespoke, flexible asset allocation and stock selection. Our approach is a combination of 'bottom-up' and 'top-down' analysis. We are not constrained by one particular investment style (such as growth, value etc.) and believe the best returns come from a flexible approach during different economic cycles. We aim to reflect our views on asset class and geographical allocation through the portfolio and support these with conviction ideas from the collective fund universe. To select our holdings we use a combination of quantitative analysis, in-house fundamental research, and brokers' research notes. We insist on face-toface meetings with all managers with whom we plan to invest and submit them to a rigorous due diligence process. Once invested we monitor and review performance on an ongoing basis.