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Launched in 2000 and co-managed by James Mahon, Rory Campbell-Lamerton and Fred Mahon
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
Ideal holding for investors whose priority is growing the value of their investments over the medium to long-term.
Managers expect to hold a minimum of 80% of fund investments in UK companies
Fund holdings are typically made up of companies listed in the top 350 on the London Stock Exchange
Delivering diversification by investing in a range of industries within a streamlined portfolio of around 50 holdings
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.
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.