Income Fund

The Income Fund is designed as a complete portfolio, containing a regularly reviewed balance of different assets, and aims to deliver growth of capital and income, with an emphasis on the generation of income. Its internationally diversified portfolio is biased towards cash-generative companies paying a reliable and growing dividend.

The fund has a long, public track record and – like all our investments – is managed according to our ethical principles.

Smaller Companies Fund

The Smaller Companies Fund is a specialist fund. It seeks to invest in developed market companies with above average long-term growth prospects, which do not form part of the leading market indices, and may have been overlooked or dismissed as too small by institutional investors.

The fund has a long, public track record and – like all our investments – is managed according to our ethical principles.

Emerging Markets Fund

The Emerging Markets Fund is a specialist fund. It aims to identify companies with the potential to grow faster than their developed market peers over the long term. It offers exposure to investments, markets and economies that would otherwise be difficult and expensive for an individual to construct.

The fund has a long, public track record and – like all our investments – is managed according to our ethical principles.

Balanced Fund UCITS

Why invest in the Balanced Fund UCITS?

The Balanced Fund UCITS is designed as a complete portfolio, containing a regularly reviewed balance of different assets. It is internationally diversified, including holdings in smaller companies and emerging markets, which otherwise would be difficult and expensive for an individual to buy, particularly those with smaller sums to invest.

The fund uses the well-established investment process of our core onshore Balanced proposition, which has a long-term track record. Like all our investments, it is managed according to our ethical principles.