The fund was launched in 2012 and is managed independently of a benchmark. This concentrated strategy invests only in the least volatile businesses that can offer greater resilience than the broader equities market.
 

The fund:
  • High conviction portfolio of 25-30 businesses which are likely to prove more resilient across the cycle

  • A focus on value opportunities amongst non-cyclical companies, targeting parts of the market that have temporarily fallen out of favour

  • Investing in companies with high sustainable returns on capital with the aim of delivering CPI +6%

Fund factsheets
Monthly snapshot.
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Fund supplements
Regulatory documents.
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Fund KIIDs
Key investor information.
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Quarterly newsletters
Fund and market updates.
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Fund disclaimer

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. A table with five years performance is available in the fund factsheets below.

The fund has holdings which are denominated in currencies other than sterling and may be affected by movements in exchange rates. Consequently the value of an investment may rise or fall in line with the exchange rates. The fund holds a concentrated portfolio which could mean that it will be volatile when compared to its benchmark.

Please agree to proceed. By doing so you agree that you have read and understood the foregoing disclaimer and confirm that you are a professional investor.

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The value of investments and any income from them can fall and you may get back less than you invested.