Name changes to Canaccord Genuity mirror funds

06 Dec 2023

In March 2022 we provided notification that Canaccord Genuity Investment Funds Plc (the “Company”) was conducting a rebranding exercise of its fund range. The prefix of the Company's funds changed from CGWM to Canaccord Genuity. 

With effect from April 2022, our CGWM mirror funds (the “Affected Mirror Funds”) were updated to reflect Canaccord Genuity in their names.

We are now further amending the names of the Affected Mirror Funds to better reflect the name of each Canaccord underlying fund, which were changes that we didn't adopt in April 2022.

The changes will take effect on or around 8 December 2023 (the "Effective Date"), as per the table below:

Before the Effective DateAfter the Effective DateCanaccord Underlying Fund Name
P17 Canaccord Genuity Affinity (USD)P17 Canaccord Genuity Growth (USD)Canaccord Genuity Growth
P14 Canaccord Genuity Affinity (GBP)P14 Canaccord Genuity Growth (GBP)Canaccord Genuity Growth
P16 Canaccord Genuity Diversity (USD)P16 Canaccord Genuity Balanced (USD)Canaccord Genuity Balanced
P13 Canaccord Genuity Diversity (GBP)P13 Canaccord Genuity Balanced (GBP)Canaccord Genuity Balanced

The changes outlined above do not have a material impact on the investment strategy or risk profile of the Canaccord underlying funds of our Affected Mirror Funds. There is no material change in the operation and/or manner in which the funds are being managed. 

The name changes for the Affected Mirror Funds will happen automatically in policies and within our fund centre. Policyholders do not need to take any action as a result of the change if they wish to remain invested in the Affected Mirror Funds.

Should you have any questions regarding these changes, please contact the Investment Marketing team