UK Equities

A core part of many investors’ portfolios

Whether your clients are looking for income or growth, the security of investing in large companies, or the attractions of small companies, we have a UK fund to appeal.

Why UK Equities?

The UK equity market remains a core part of UK investors’ portfolios. The UK has many good quality companies and companies listed in the UK have good exposure to overseas growth opportunities.

Our approach

Our portfolios are constructed on a bottom-up basis, focused on rigorous due-diligence, while also ensuring a sensible level of diversification.

About our company research

We never invest in a company before we have met with management at least once and the company has met our strict quality and price criteria.

We continue monitoring companies after we’ve invested, including meeting company management regularly. We know our holdings inside out.

We’re not driven by benchmarks. We’re happy to take large active positions in quality companies. Equally, if we don’t like a stock we won’t buy it, regardless of its weight in the index.

What we look for in companies

• A proven management team with a track record of delivering results in all economic conditions and of maximising shareholder value
• Strong balance sheets – low gearing and relatively strong cashflows
• Companies that will create profits over time. Our portfolio turnover is low because we ignore market noise

Discover our UK equity funds

To read more about individual fund objectives, and to see the manager’s monthly report, click on the fund name.