For over 35 years we’ve aimed to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.
We follow a set of principles that guide us and underpin the way we do business. Our most important principle is to put our clients at the heart of everything we do.
Multi-manager funds constructed to deliver a range of specific outcomes.
A natural home for your capital. Since 1988, we’ve been investing in companies whose core products and services address global sustainability challenges.
A genuinely differentiated fund blending exposure to gold and silver bullion, and gold and silver mining equities.
A strategy that uses dynamic and speedy asset allocation to target risk-adjusted returns and small drawdowns.
Non-traditional investment strategies designed to diversify sources of return.
Our capabilities span across a range of equities and specialist areas.
Flexibility is at the heart of our approach.
A carefully honed approach to diversification.
Managed by a highly experienced independent team.
Sustainable investing lives at our core.
Use our glossary to search for definitions of some commonly used investment terms.
Our 4th Assessment of Value report for our UK unit trust and OEIC funds is now available.
Quickly find the answers to the questions raised by unit trust investors.
Correct process for adding a power of attorney to an account.
Find out how to get in touch by phone, email or post.