Supporting future aspirations

Strengths

The fund provides investors with the opportunity for capital growth by investing predominantly in UK companies. The managers central strategy is to achieve long-term returns by investing in high quality companies, with strong fundamentals and management. 

View Investment Professional factsheet

Prioritising growth

Ideal holding for investors whose priority is growing the value of their investments over the medium to long-term.

UK Equity Investments

Managers expect to hold a minimum of 80% of fund investments in UK companies

Focus on FTSE 350

Fund holdings are typically made up of companies listed in the top 350 on the London Stock Exchange

Broad sector coverage

Delivering diversification by investing in a range of industries within a streamlined portfolio of around 50 holdings

Independent assessment

FE fundinfo four Crown Rating

FE fundinfo Crown Ratings are a quantitative measure covering the hundreds of thousands of investment instruments that collected worldwide. FE fundinfo Crown Ratings enable investors to distinguish between funds that are strongly outperforming their benchmark and those that are not. The rating takes into account three key measurements to derive a fund’s performance: alpha, volatility and consistently strong performance. Our UK Equity Growth Fund has been awarded 4 out of 5 stars.

How to invest

In addition to being available through our Portfolio Services the funds are accessible to Investment Professionals, such as Financial Advisers and Wealth Managers, through a range of platforms. Plus individuals and instituions can make direct investments.