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Investment Funds

Our fund range has been designed to cater for a broad spectrum of investment requirements and risk appetites.

Our aim is to understand your individual investment needs and provide a variety of solutions to help you reach your investment goals.

The Ravenscroft Global Income, Global Balanced, Global Growth and Global Solutions are daily dealing fund-of-funds, and Ravenscroft Global Blue Chip is a focused portfolio of direct stocks; also with daily liquidity.

All of our funds are aligned with our long-term investment themes. Further information about each of our funds can be found via the links below.

To read our latest quarterly commentary, click here.

  • Income Fund
    Scale
    Lower volatility
    The Income Fund aims to deliver an income stream that competes with prevailing cash rates while also offering some growth. The income stream can be rolled up to deliver cautious capital growth. It is designed for investors with a lower tolerance for capital volatility and a short timeframe (two years or longer).
    Find out more
  • Higher Income Fund
    Scale
    Medium volatility
    The Higher Income Fund aims to deliver an income stream above prevailing cash rates. It is suitable for investors with a moderate tolerance for capital volatility and a medium-term timeframe (three years or longer).
    Find out more
  • Balanced Fund
    Scale
    Medium volatility
    The Balanced Fund aims to deliver capital growth over the medium term through a balanced portfolio of bonds and equities aligned with long-term themes. It is suitable for investors with a moderate tolerance for capital volatility and a medium-term timeframe (three years or longer).
    Find out more
  • Balanced USD Fund
    Scale
    Medium volatility
    The Balanced Fund aims to deliver capital growth over the medium term through a balanced portfolio of bonds and equities. In line with our sterling denominated fund, the fund provides global exposure, but it is priced in USD.
    Find out more
  • Growth Fund
    Scale
    Higher volatility
    The Growth Fund aims to deliver long-term capital growth through a portfolio of mainly global equities and some bonds aligned with long-term themes. It is suitable for investors with a higher tolerance for capital volatility and a longer-term timeframe (five years or longer).
    Find out more
  • Blue Chip Fund
    Scale
    Higher volatility
    The Blue Chip Fund aims to deliver long-term capital growth through a portfolio of direct global equities aligned with long-term themes. It is suitable for investors with a higher tolerance for capital volatility and a longer-term timeframe (five years or longer).
    Find out more
  • Global Solutions Fund
    Scale
    Higher volatility
    A focused portfolio investing in equity funds, the Global Solutions Fund invests in companies providing goods and services dedicated to tackling some of the challenges the world faces today.
    Find out more

At the core of our business is a stable team who have been investing together for nearly 20 years.

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Jake Robin

Assistant Portfolio Manager
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Kevin Boscher

MD, Jersey & Chief Investment Officer
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Alex Finer

Portfolio Manager
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Shannon Lancaster

Fund Analyst / Strategy Lead
The Team

Latest news

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Weekly update - Back to basics

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08 Nov 2024

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