The CCM Intelligent Wealth Fund goes from strength to strength

At the time of writing I am delighted to say that after just four months and 21 days our fund has achieved a decent return and grown in size to £7.3 million.

Prior to launching the fund on 16 April 2018 we backtested the returns based on a ghost portfolio. The results were astonishing! We knew we were on to something. The actual return so far has exceeded the return of the ghost portfolio. We are very proud of this fact.

We remain convinced that our strategy of investing in innovative and disruptive companies that are shaping our future is a winning one. Just as a reminder to you the eight sectors we have chosen are listed below.

Biotechnology
Internet of Things
Robotics
3D printing
Renewable energy
Bank payment systems
Transport
Media

We consider our fund to be in effect a 4th industrial revolution fund because we have no doubt that we are in the midst of the latest industrial revolution which is going to totally transform the world. We think it makes sense to be invested where most of the growth in stockmarkets is likely to come from over the next 5-10 years.

Don’t just take my word for it. Read Jim Mellon’s and Al Chalabi’s excellent book Fast Forward for their compelling research and evidence for why these are truly the sectors to invest in.

If you aren’t already invested in the CCM Intelligent Wealth Fund what are you waiting for? Contact us today to find out how to invest in it. You know it makes sense.

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Disclosure of Holdings

We are transparent and here is the full disclosure of our holdings. For the most up to date documents Click Here

GAMES WORKSHOP GROUP PLC

AMAZON.COM INC

COMPUTER MODELL

NVIDIA CORP

KLA CORP

NOVA MEASURING

MICROSOFT CORP

NOVO-NORDISK-ADR

JUVENESCENCE LTD

BECKLEY PSYTECH LIMITED

CHAPTERS GROUP AG

CONSTELLATION SO

MERCADOLIBRE INC

WISDOMTREE PHYSICAL GOLD

FORTINET INC

ASML HOLDING-NY

MEDPACE HOLDINGS INC

ARISTA NETWORKS INC

WISE PLC – A

ASHTEAD TECHNOLO

BITMINE IMMERSIO

CONSTELLATION-40

SHOPIFY INC – CLASS A

ALPHABET INC-CL A

PAYPAL HOLDINGS INC

BWX TECHNOLOGIES INC