Fund Documentation

Information in this section should be read carefully before choosing to invest in any of the Courtiers Funds.

Product & Fund Information

Courtiers ICVC Supplementary Information Document
This document provides you with complementary information to the Key Investor Information Document and the Prospectus, focussing on how you can obtain further information about your investments, what your cancellation rights are, and how you can make a complaint and obtain compensation. This is applicable to all of the COURTIERS funds.

Prospectus - Courtiers Investment Funds ICVC
This Prospectus contains important information about the Courtiers Investment Funds ICVC, such as the objectives of the Courtiers Funds, the risks of investing, and how to buy and sell shares in the Funds.

Prospectus - Courtiers UCITS Investment Funds ICVC
This Prospectus contains important information about the Courtiers UCITS Investment Funds ICVC, such as the objectives of the Courtiers Funds, the risks of investing, and how to buy and sell shares in the 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.

Courtiers Investment Funds ICVC – Annual report and Accounts Sept 2018
This report provides details of the Courtiers Investment Funds ICVC's three funds for the period from 1 October 2017 to 30 September 2018.

Courtiers UCITS Investment Funds ICVC – Annual report and Accounts Sept 2018
This report provides details of the Courtiers UCITS Investment Funds ICVC's three funds for the period from 1 October 2017 to 30 September 2018.

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

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 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.

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