Fund Objective

To achieve consistent, relatively low-risk, capital and income growth by investing in UK equities. The Fund aims to invest in good quality companies with strong profit growth prospects - but only if their share valuation can be justified by these prospects.

Future Expectations

Each stock has to pass a strict selection process and we aim to uncover companies with two key traits: unrecognised value and sustainable profits growth. In addition, we seek out companies with healthy balance sheets, a strong management team and a compelling business model. We believe these attributes can lead to superior long-term investment returns and we continue to find many such opportunities in the UK market.

Fund Details