Our Investment Services
Comprehensive open investment company solutions for every investor
Professional Fund Management Services
CPA HOLDINGS LTD offers a complete range of open investment company services designed to meet the diverse needs of our clients. Our FCA-regulated investment solutions provide access to professional fund management across multiple asset classes.
Equity Funds
Our equity funds provide access to domestic and international stock markets, offering long-term capital growth potential through professional portfolio management.
Fund Options:
- UK Equity Fund: Focused on FTSE companies and British market opportunities
- European Equity Fund: Diversified exposure to European stock markets
- Global Equity Fund: Worldwide diversification across developed and emerging markets
- Technology Equity Fund: Specialized exposure to technology and innovation sectors
Management Fee: 0.75% - 1.25% annually
Dealing: Daily pricing and dealing
Fixed Income Funds
Our fixed income funds focus on government and corporate bonds, providing steady income and capital preservation for conservative investors seeking stable returns.
Fund Options:
- UK Government Bond Fund: Investment in UK gilts and treasury securities
- Corporate Bond Fund: High-grade corporate debt securities
- International Bond Fund: Global fixed income diversification
- High Yield Bond Fund: Enhanced income through higher-yielding bonds
Management Fee: 0.50% - 0.85% annually
Yield: Competitive income distribution
Mixed Asset Funds
Balanced portfolios combining equities, bonds, and alternative investments to optimize risk-adjusted returns across different market conditions and economic cycles.
Fund Options:
- Conservative Portfolio: 30% equities, 60% bonds, 10% alternatives
- Balanced Portfolio: 50% equities, 40% bonds, 10% alternatives
- Growth Portfolio: 70% equities, 20% bonds, 10% alternatives
- Dynamic Portfolio: Tactical asset allocation based on market conditions
Management Fee: 0.95% - 1.45% annually
Rebalancing: Quarterly portfolio optimization
Money Market Funds
Short-term, high-quality money market instruments providing capital preservation, liquidity, and competitive returns for cash management needs.
Key Features:
- Capital Preservation: Focus on maintaining principal value
- High Liquidity: Same-day access to funds
- Stable Returns: Consistent income generation
- Low Risk: Investment in high-grade short-term securities
Management Fee: 0.25% - 0.45% annually
Access: Daily liquidity and dealing
Alternative Investments
Diversification beyond traditional assets through real estate, commodities, private equity, and hedge fund strategies for sophisticated investors.
Investment Options:
- Real Estate Fund: UK commercial and residential property exposure
- Commodity Fund: Precious metals and natural resources
- Private Equity Fund: Access to private company investments
- Hedge Fund Solutions: Alternative risk/return strategies
Management Fee: 1.25% - 2.00% annually
Suitability: Experienced investors only
Why Choose Our Services
Professional advantages of investing with CPA HOLDINGS LTD
FCA Regulation
Full authorization and regulation by the Financial Conduct Authority, ensuring compliance with the highest industry standards and investor protection.
Professional Management
Expert portfolio management by qualified investment professionals with extensive experience in UK and international markets.
Daily Dealing
Daily pricing and dealing on most funds, providing flexibility and liquidity for your investment needs and changing circumstances.
Transparent Reporting
Comprehensive monthly statements and annual reports providing clear insights into your investment performance and portfolio composition.
Dedicated Support
Personal relationship management with dedicated client support team available to answer questions and provide investment guidance.
Institutional Quality
Access to institutional-quality investment strategies and opportunities typically available only to large institutional investors.
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