I formed a fund management company called Minerva Money Management in 2015. After 3 years’ hard work getting the company authorised by the Financial Conduct Authority (FCA), finding a fund administration company to work with called Carvetian Capital Management and obtaining the FCA’s authorisation for our new fund we finally launched it on 16 April this year.

The work involved in setting up a new fund management company from scratch, getting it authorised and launching it, has been immense. We have faced many hurdles along the way. It has been truly testing but ultimately extremely worthwhile. I am really proud of my team’s persistence in carrying on even when the odds against us were high.

I named the fund the CCM Intelligent Wealth Fund. This name was chosen for a very good reason. It invests in innovative and disruptive companies that are shaping our future.

The reason why I wanted the words Intelligent and Wealth is because I am determined that our fund should be managed intelligently which means that the fund has a wide remit that allows it to invest in whatever sector or sectors that have the greatest investment potential which is currently technology or technologically led companies and renewable energy businesses. This means that unlike other funds which have a narrower remit e.g. bonds, US equities or commodities, The Intelligent Wealth Fund will have the flexibility to invest in the areas with the greatest prospects and disinvest in the areas with the poorest prospects. That’s what I call intelligent wealth management

By having the remit of investing in innovative and disruptive companies the fund will inevitably invest in many world class and dominant companies including the 4 companies known by the acronym of FAAA which stands for Facebook, Amazon, Alphabet (the owner of Google) and Alibaba (the Chinese equivalent of Amazon).

The Intelligent Wealth Fund will invest in 8 themes which are as follows;

  1. Biotechnology
  2. Robotics
  3. 3D printing
  4. Internet of Things
  5. Renewable energy
  6. Banking payment systems
  7. Transport
  8. Media

These are the sectors which I believe have the greatest prospects for investment growth over the next 5-10 years. Our analysis is the culmination of a long period of studying many books, attending a number of seminars/workshops and reading lots of magazines/newspapers/Internet articles over the last 3 years.

Our fund is in effect a 4th Industrial Revolution Fund or a Technological Revolution Fund.

We are absolutely convinced that our fund will be highly successful. We have already created a ghost portfolio of shares and the back tested results are truly impressive. Over the last 12 months there has been a 27% backtested return and over the last 3 years it has been 25% a year! These figures are up until 31 March 2018. Obviously these are not actual investment returns and such figures cannot be relied on as a prediction of future returns nonetheless they are very encouraging.

I think that any serious investor who wants to achieve above average investment returns should consider investing in this fund. Investment can be made by lump sum or monthly direct debit. Contact Minerva Money Management for further details. You know it makes sense.