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Courtiers Investment Funds Financial Reports

The long-form annual report and accounts for the Courtiers Investment Funds ICVC and the Courtiers UCITS Investment Funds ICVC are published within four months of the end of the annual accounting period, which is 30th September. The half-yearly long-form annual report and accounts are published within two months of the end of the interim accounting period, which is 31st March. Copies can be obtained free of charge from Courtiers Asset Management Limited. Please click here to contact us.

The following documents provide information of relevance to each fund over the most recent half-yearly accounting period ending 31 March 2017. 

Global Market Review Document – COURTIERS Investment Funds ICVC

This document provides an overview of global market trends for the period from 1 October 2016 to 31 March 2017 and an outlook for global markets for the coming year.

Market Review Document – COURTIERS Investment Funds ICVC

This document provides a detailed market review for the period from 1 October 2016 to 31 March 2017.

Global Market Review Document – COURTIERS UCITS Investment Funds ICVC

This document provides an overview of global market trends for the period from 1 October 2016 to 31 March 2017 and an outlook for global markets for the coming year.

Market Review Document – COURTIERS UCITS Investment Funds ICVC

This document provides a detailed market review for the period from 1 October 2016 to 31 March 2017.

Investment Approach, Strategy and Performance Review – Courtiers Investment Funds ICVC

The following three documents provide a review of the investment approach and strategy adopted in managing each of the funds and their performance for the period from 1 October 2016 to 31 March 2017.

Investment Approach, Strategy and Performance Review – COURTIERS Total Return Cautious Risk Fund

Investment Approach, Strategy and Performance Review – COURTIERS Total Return Balanced Risk Fund

Investment Approach, Strategy and Performance Review – COURTIERS Total Return Growth Fund

Investment Approach, Strategy and Performance Review – Courtiers UCITS Investment Funds ICVC

The following three documents provide a review of the investment approach and strategy adopted in managing each of the funds and their performance for the period from 1 October 2016 to 31 March 2017.

Investment Approach, Strategy and Performance Review – COURTIERS Investment Grade Bond Fund

Investment Approach, Strategy and Performance Review – COURTIERS UK Equity Income Fund

Investment Approach, Strategy and Performance Review – COURTIERS Global (ex-UK) Equity Income Fund

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Fund Charges and Costs Explained

Information on the costs an investor might incur while investing in the retail share class of any Courtiers Fund.

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Redemption and Transfer Instructions

Detailed instructions on redeeming or transfering out of Courtiers funds.

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