Introduction


Cavendish Asset Management Limited is an investment management company that is authorised and regulated by the Financial Services Authority. It offers investors a range of portfolio management services and an OEIC.

Whilst Cavendish is small enough to care for its individual investors it enjoys the benefits of being backed by Lewis Trust Group, its multi-national parent company with diverse business interests including the River Island retail clothing chain.


Making Your Money Work

Most people recognise the necessity to invest for the future; many leave their investments in a bank or building society. Although this type of investment offers a safe rate of return, it does not allow for capital growth, and income received varies with the fluctuation in UK interest rates.

Investing in the stock market has proved to be a more rewarding investment over the longer term, giving better rates of growth and income than either banks or building societies. However, the financial markets can be highly complex and very volatile, creating confusion and unnecessary risk for the investor. By working with Cavendish Asset Management, these risks can be reduced.



Please remember that past performance should not be seen as an indication of future performance. The value of shares and units and the income from them may go down as well as up, and investors may not get back the amount they originally invested. Changes in rates of exchange may also cause the value of investments to go up or down. The Cavendish AIM Fund invests in securities issued by smaller companies and the market for these securities may be less liquid than the market for securities issued by larger companies. Clients of Cavendish Asset Management may hold investments in some of the companies mentioned on this website and in the attached publications.

Cavendish Asset Management Limited is authorised and regulated by the Financial Services Authority.


Cavendish Asset Management Limited, as an authorised investment management firm, is required by the Capital Requirements Directive to disclose its risk management policies and the capital it retains to mitigate identified risks. This statement is known as Pillar 3, and is available on request from Cavendish’s registered office.