The value of investments and the income from them can go down as well as up and your clients may get back less than the amount invested.
Whether your clients are looking for income or growth, the security of investing in large companies, or the attractions of small companies, we have a UK fund to appeal.
The UK equity market remains a core part of UK investors’ portfolios. The UK has many good quality companies and companies listed in the UK have good exposure to overseas growth opportunities.
Our portfolios are constructed on a bottom-up basis, focused on rigorous due-diligence, while also ensuring a sensible level of diversification.
We never invest in a company before we have met with management at least once and the company has met our strict quality and price criteria.
We continue monitoring companies after we’ve invested, including meeting company management regularly. We know our holdings inside out.
We’re not driven by benchmarks. We’re happy to take large active positions in quality companies. Equally, if we don’t like a stock we won’t buy it, regardless of its weight in the index.