Lee Gardhouse & Ellen Powley, Fund Managers
The UK stock market is home to many world-class companies, providing a rich hunting ground for fund managers. Consequently there are a huge variety of funds from which to choose.
Exceptional fund managers are few and far between. Separating the extraordinary from the ordinary is no easy task but this is where we think our approach excels. We are able to use our unique quantitative model and regular meetings with managers to identify the best funds from across the entire UK market.
The portfolio has a core of investments in larger companies, but also an overweight position in higher risk smaller and medium sized companies where we see great long-term potential. Over time, different investment styles and different areas of the market will come in and out of favour, but with this diversified approach we aim to ensure the fund is positioned to perform well in a variety of market conditions.
Not a reliable indicator of future income.
Sell: 133.72 | Buy: 137.85