Money Matters

Why Invest in The Munro Fund?

If you have got this far you are clearly someone who is careful with their money. So why should you let us manage it for you? There are many risks in managing money and our aim is to minimize them as much as possible.

The key features of The Munro Fund are:

• A mechanical investment process
• It invests in a large number of shares
• It does it in a way that calculates a figure for the size of each holding
• It utilises the latest technology to manage and trade the fund.

Those features give The Munro Fund the advantage over other funds that it is:

• Not reliant on a few key individuals
• More holdings means lower risk
• Not subject to investment fashions or individual preferences
• It can be run at lower cost

Those advantages give it these benefits:

• The Fund can be bought on a long term view and its managers won’t need constant monitoring. That means less work for you and your advisor.
• It should be less risky than more concentrated funds
• Removing the scope for an individual to impose his or her preferences and ideas means it will have a more reliable performance
• Lower costs mean lower management fees and more of the return will be kept by you, the investor.

Because the fund is designed for the long term investor we think it is well suited for tax efficient savings vehicles such as:

• SIPPS
• ISAs
• Child Trust Funds

Next Page