Documentation
Information in this section should be read carefully before choosing to invest in any of the Courtiers Funds.
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.
Investment Process – Courtiers Multi-Asset Funds
This document outlines the investment process for the Courtiers Multi-Asset / Total Return Funds including the Courtiers Total Return Cautious Risk Fund, Courtiers Total Return Balanced Risk Fund and the Courtiers Total Return Growth Fund.
Investment Process – Courtiers Equity Funds
This document outlines the investment process for the Courtiers Equity Funds, including the Courtiers UK Equity and Courtiers Global (ex-UK) Equity Funds.
Investment Process – Courtiers Ethical Value Equity Fund
This document outlines the investment process for the Courtiers Ethical Value Equity Fund.
Investment Process – Courtiers Investment Grade Bond Fund
This document outlines the investment process for the Courtiers Investment Grade Bond Fund.
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.
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
This report provides details of the Company’s three Sub-funds during the period from 1st October 2022 to 30th September 2023.
Courtiers UCITS Investment Funds ICVC – Annual Report
This report provides details of the Company’s three Sub-funds during the period from 1st October 2022 to 30th September 2023.
Courtiers Investment Funds ICVC- Interim Report
This interim report provides details of the Company’s three sub-funds during the period from 1st October 2022 to 31st March 2023.
Courtiers UCITS Investment Funds ICVC- Interim Report
This interim report provides details of the Company’s three sub-funds during the period from 1st October 2022 to 31st March 2023.