Cantab Asset Management

Website:  www.cantabam.com

Introduction

The name and history trace back to Cambridge; our views and experience are international. Cantab is an investment management firm with more than thirty years of client service. We have considerable expertise and understanding of investment strategy, asset allocation, fund selection and stock analysis.
Our investment committee is made up of experts from different disciplines. This depth of knowledge is made available to all clients through our investment research team. Cantab's Discretionary Fund Management gives advisers access to our award-winning performance through the Managed Portfolio Service (MPS).

Models

Defensive, Cautious, Moderate, Balanced, Adventurous

Rebalance schedule

Rebalance with each model change, 0.5% tolerance per holding.

Charges

Annual management charge of 0.3% + VAT for the MPS.

Contact

David Saunderson

david.saunderson@cantabam.com

01223 578 400

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