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FP CRUX EUROPEAN FUND

CRUX has just celebrated its one year anniversary and are delighted with the continued development of the company as well as the stellar investment performance of the CRUX European Fund.

FP CRUX European Fund Fact Sheet

FP CRUX European Fund KIID Document

FUND MANAGERS

Richard Pease
Richard has over three decades of experience in the financial industry. He has managed the CESSF fund since its launch in October 2009.
James Milne
James has been the Assistant Fund Manager on CESSF since launch in October 2009.

THE OPPORTUNITY

Europe continues to be home to attractive investment propositions with the potential to deliver good long-term returns. The CRUX European Fund will identify high quality businesses, which hold their own within global markets, are cash generative and have the ability to dominate their niche, run by management with a good track record for success.

The CRUX European Fund complements the CRUX European Special Situations Fund, meeting demand for a vehicle which adopts the same tried and tested strategy whilst offering greater exposure to European large cap stocks.

FUND STRUCTURE

The Fund will have a concentrated portfolio of 40 to 50 stocks. This is facilitated by the greater liquidity offered by a higher weighting to European large cap stocks which are likely to comprise two thirds of the names held in the fund. There will be no upper cap on individual holdings.

The fund’s managers will not reference a company’s sector or domicile: they will instead invest in businesses that are best of breed on a global level putting a greater emphasis on where their sales are generated than on their country of origin.

The Fund will have the flexibility to be up to 10% invested in global stocks. This offers the managers the freedom to pursue specific investment themes and opportunities which are not available in Europe. Additionally, the fund may have an allocation of up to 5% to the UK and there will be no constraints on its exposure to the Swiss market.

performance

Data provided by Cofunds 29th June 2016
The FP Crux European Fund has ranked 1st in the Decile Rankings since it’s launch a year ago.

Cumulative Performance (%)

3m 6m 1Yr 3Yr 5Yr
Fund 3.23% 6.41%
Sector 0.16% 0.23% -0.82% 20.96% 34.06%
Rank 11/105 12/104
Quartile 1 1

FUND FACTS

 Fund Name FP CRUX European Fund
 Fund Manager(s) Richard Pease & James Milne
 Launch Date 12 October 2015
 Offer Closes  30 October 2015 Noon
1st Dealing Day  2 November 2015
 Benchmark FTSE World Europe ex-UK (GBP)
 IA Sector Europe (ex-UK)
 Status OEIC (UK)
 Pricing Frequency Daily, Noon
 Launch Price 100p
Strategy Long only equities
 Regular Savings  Yes, only Class I GBP: £100 per month minimum
Fund Charges
Initial charge: 0.00%
Fund Manager Annual Management Charge: 0.75%
Platform Fee p.a.: 0.23% Cofunds / 0.25% FundsNetwork
SSI Agent Fee p.a.: 0.20%

Buy through Seymour Sinclair Investments via the     Cofunds or Fundsnetwork Platforms

Online:

Choose which Platform you’d like to use and follow one of the links below.  Select the Crux European Fund with FundsNetwork and FP Crux with Cofunds from the menu and follow the simple instructions to make your purchase.  A debit card will be required (credit cards are not accepted) and your National Insurance Number if you are investing in an ISA.  Our discounts will be automatically carried over.

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Postal Application:

Print off and complete the investment application form making sure all parties sign and date it.

Enclose your cheque payable to either Cofunds Limited or Fidelity. If you are using a building society cheque, ensure that the society add ‘reference (your name)’ after the payee.  Do not make your cheque payable to Seymour Sinclair Investments as we will have to return it to you, which will cause a delay in an investment being made.

Complete the Platform Investment Application Form.  This identifies your personal details and the investment you wish to make. It also confirms that you wish us to act as your agent on an Execution Only basis in order to obtain an investment discount and that you fully understand the Terms under which your investment is being made and that we have not given any financial advice or recommendation.

Post to Seymour Sinclair Investments using the FREEPOST service –

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Limited
2 Blade Mews, London SW15 2NF


DO NOT SEND DIRECTLY TO THE INVESTMENT COMPANY

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  • No Initial Charges
  • 0.25% p.a. Platform Fee
  • 0.20% p.a. Agent Fee
  • 0.75% p.a. Annual Management Charge

DOCUMENT DOWNLOADS


cofunds

  • No Initial Charges
  • 0.23% p.a. Platform Fee
  • 0.20% p.a. Agent Fee
  • 0.75% p.a. Annual Management Charge

DOCUMENT DOWNLOADS


 

Buy through Seymour Sinclair Investments
Direct with FP Crux

Postal Application:

Print off and complete the investment application form making sure all parties sign and date it.

FP Crux European Fund Application Pack
FP Crux European Fund Key Features (KIID) Document

Enclose your cheque payable to Jupiter Asset Management . If you are using a building society cheque, ensure that the society add ‘reference (your name)’ after the payee.  Do not make your cheque payable to Seymour Sinclair Investments as we will have to return it to you, which will cause a delay in an investment being made.

Complete the Non Advisory Execution Only Investment Declaration Form.  This identifies your personal details and the investment you wish to make. It also confirms that you wish us to act as your agent on an Execution Only basis in order to obtain an investment discount and that you fully understand the Terms under which your investment is being made and that we have not given any financial advice or recommendation.

Post to Seymour Sinclair Investments using the FREEPOST service –

FREEPOST LON17950, 2 Blade Mews, LONDON SW15 2GZ.


DO NOT SEND DIRECTLY TO THE INVESTMENT COMPANY

IMPORTANT INFORMATION:  Remember that the value of investments and the income from them can go down as well as up and that past performance is no guarantee of future returns.  Key Feature documents give full details of aims, risks and charges – these should be read before you invest.  Whilst we provide product information, guidance and fund research, we cannot know which of these products or funds, if any, are suitable for your particular requirements and must leave that judgement to you.  Tax treatment depends on your individual circumstances and may be subject to change in the future.  If you are unsure about the suitability of an investment, you should seek expert financial advice.