The Fund seeks to achieve long-term capital growth by investing primarily in companies deemed by the manager to have above average growth prospects.

The fund

  • Targets long-term capital growth.

  • Invests primarily in established UK companies.

  • Managed by a highly experienced team.

Meet the UK Equities team

Mark Boucher
Mark Boucher
Senior Fund Manager
View profile
Andrew Evans, CFA
Andrew Evans, CFA
Fund Manager
View profile
Mark Swain
Mark Swain
Fund Manager
View profile

Why invest in the fund?

  • High-conviction, active, growth portfolio taking advantage of thematic opportunities
  • Focussed on those companies best positioned or adapting to the modern economy
  • Avoiding mature or old economy business models
  • Co-managers have over 50 years’ combined experience of managing UK equities
  • Unconstrained by a benchmark with a pragmatic investment approach.

The UK Equity Growth Fund aims to produce long-term capital growth by targeting the most interesting companies where we believe growth is undervalued or underestimated.

Much of the UK market is weighed down by large constituents that are mature or ‘old economy’ businesses. However beneath the surface, the UK is home to some of the world’s best companies adapting & innovating in the new world. By clearly identifying the growth themes of the modern economy and investing in companies best place to take advantage we can maximise these opportunities.

Generating Alpha

Our knowledge and expertise of UK companies, management teams, analyst communities and the investor base lies at the heart of our ability to generate alpha. Analysing these constituents to best identify those companies that are most likely to produce positive earnings surprises and drive a re-rating of share prices is key to our investment process.

Our investment approach works because over the 20 years we have been active UK investors, we have built up a network of industry experts and sell-side contacts that sit alongside our own proprietary research enabling us to generate an abundance of high-quality and high-conviction investment ideas on an ongoing basis.

Superior idea generation and stock selection can be married with disciplined risk controls and portfolio exposure management to generate alpha.

Mark Swain, Fund Manager
Explore the details
A high conviction, long-only UK equity fund with a growth style bias. Focused on growth themes & companies within the UK which are adapting to the modern economy.

Related articles

Russia Special: what the Russia-Ukraine conflict means for markets post image

Russia Special: what the Russia-Ukraine conflict means for markets

An update on markets following the Russian invasion of Ukraine.
Inflation is good for business – if you can pass price increases onto customers post image

Inflation is good for business – if you can pass price increases onto customers

Markets assume that inflation will fall so the Federal Reserve will not take harsh steps to tame the rising cost of living. Inflation will remain 'higher for longer' for at least the next year.
Sanlam investment update - the global hunt for yield post image

Sanlam investment update - the global hunt for yield

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Sanlam UK welcomes new global equity income team headed by Mark Whitehead post image

Sanlam UK welcomes new global equity income team headed by Mark Whitehead

Martin Currie global equity income team to join Sanlam at the end of 2020. The move supports our ambition to expand our investment offering for clients.
Industry Recognition for Pieter Fourie and the Global High Quality Team post image

Industry Recognition for Pieter Fourie and the Global High Quality Team

The Sanlam Global High Quality Fund have been named a "Top Performer" at the Investors Choice Awards 2020. This adds to an already successful year.
Pieter Fourie awarded Alpha Manager rating for a second year in a row post image

Pieter Fourie awarded Alpha Manager rating for a second year in a row

The Alpha Manager rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history.

Fund Risks

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.

The Fund primarily invests in company shares listed on stock exchanges in the United Kingdom and will therefore have greater exposure to the market, political and economic risks in the UK.

Ready to invest?
Invest with us
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.

Please navigate to a service or product page and add the document to your brochure to continue.

Back
Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

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