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  1. About
  2. Funds
  3. Invest
  4. Literature
  5. News
  6. Contact

TM CRUX UK Opportunities Fund

TM CRUX UK Opportunities Fund has been managed by Jamie Ward since December 2019


The portfolio will consist principally of listed equity securities, issued by companies established or operating in the UK.

The investment strategy applied in order to achieve the funds objective is to look for “opportunities” in the market to buy cyclical assets during depressed levels of economic activity and to buy defensive assets ahead of expected declines in economic activity.

Fund Name TM CRUX UK Opportunities Fund
Fund Manager Jamie Ward
Inception 23 June 2015 (renamed TM CRUX UK Opportunities Fund on 2 December 2019)
Status UCITS (UK)
Pricing Frequency Daily
Minimum Investment A Shares: £20,000
F Shares: £5,000,000
Investment Manager’s Fees A Shares: 0.75%
F Shares: 0.65%
Accounting Dates 31 December (final) and 30 June (Interim)
Income Distribution Dates 30 April (Annual) and 31 August (Interim)

The Fund may also invest in other transferable securities, money market instruments, cash and near cash and derivatives.  The Fund may invest in other collective investment schemes, but such investment will be limited to a maximum of 10% of the scheme property of the Fund. 

Derivative transactions may be used for the purposes of meeting the investment objective of the Fund as well as for hedging purposes, although it is not anticipated that the Fund will use this power to enter into derivatives at present.

The “opportunities” are as a result of advantageous circumstances or combination of circumstances, as found by the Managers of the Fund which have offer an objective of 2% per annum in excess of the Index return.

Fund Objective

The objective of the Fund is to achieve capital growth.The Fund will seek to achieve returns that are 2% p.a. in excess of the FTSE All-Share Index over a rolling three year period, though there is no guarantee that it will do so.

Fund Manager

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Jamie Ward
Jamie has been managing the TM CRUX UK Opportunities Fund since December 2019. Jamie also manages the TM CRUX UK Core Fund.


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