Our UK Smaller Companies Fund invests in UK companies with market cap £250 million - £2 billion with a concentrated portfolio of 35/40 holdings. There may be some international equity within the Fund where the UK market lacks exposure.

Latest Fund Factsheet

Valuation opportunities

Fund exploits valuation opportunities within the smaller companies universe

Liquidity management

Recognising liquidity issues within the sector, the fund invests in high quality businesses with a minimum market cap of £250 million

Extensive research

The nature of the fund necessitates a high volume of research and attention to detail

Concentrated portfolio

The manager operates the fund with a modest number of stocks

In the Markets with Fred & Rory

A podcast featuring our UK Fund Managers, Fred Mahon and Rory Campbell-Lamerton, looking at what has happened recently in financial markets. Breaking topics down to easily digestable, bitesize topics, the Fund Managers provide their informed views and insights as well as their outlook.

You can now follow and download the podcast on any of these streaming platforms.

How to invest


Financial Advisers, wealth managers and other professionals will find our funds listed on a wide range of retail platforms and they also appear on the main fund trading exchanges. A full list of the platforms we support is available using the link below.

Direct Investors

We also have arrangements in place for individuals who want to invest directly without either our wealth planning or portfolio management services. For more information including full instructions, please use the link below.

Platforms and direct investing

Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877