CCM Intelligent Wealth Fund

Important Documents

If you are interested in investing in the CCM Intelligent Wealth Fund it is important that you read the following documents before making a decision to invest:

  • Executive Summary Document
  • ‘I’ Shares KIID Document (for institutional investors only)
  • ‘R’ Shares KIID Document (for retail or individual investors only)

For more comprehensive information you may also like to to read the 56 page prospectus.

Fund fact sheets are available on request but not available for individual investors until 16th April 2019.

Should you wish to proceed please download and complete the application form opposite and return to us with your cheque made payable to:

Carvetian Capital Management Limited.

Return to:

Minerva Money Management

17 Shirwell Crescent,
Furzton Lake,
Milton Keynes,
MK4 1GA

Minerva Money Management is authorised and regulated by the Financial Conduct Authority. 
The value of investments can fall as well as rise. You may not get back what you invest.

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