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


TM CRUX UK Fund 

Opportunity

UK home to world class business

Fund Manager - Jamie Ward

CRUX UK Fund

Dividends

Making good investments not just good business

CRUX UK FUND

  • The TM CRUX UK Fund is an actively managed long only UK Fund. Jamie Ward has co-managed the Fund since 2015 and has been sole manager since March 2018
  • The investment objective is to preserve and enhance the real value of capital allocated to the Fund over time and to exceed materially UK Equity market returns
  • The Fund aims to achieve the investment objective by investing primarily in the equities of companies listed on the UK stock exchanges, though at a time it may have up to 15% invested in non-UK stocks
  • The TM CRUX UK Fund employs a rigorous screening process that asks three key questions:
    1. Is the business comfortably economic over the cycle?
    2. Do we trust the management?
    3. Do we understand the business?