Our guide for professional advisers includes:
  • Overview of our business
  • Investment process – a more detailed outline comprising
  • Research process
  • Investments used
  • Portfolio construction
  • Benchmarking and performance
  • People
  • Board and investment team biographies
  • Organisation chart
  • Communications
  • Themeometer
  • Thematic stock matrix
  • Our publications
  • Our performance
  • Investment awards

View the Guide For Professional Advisers (PDF - 832 KB)



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We seek to provide an exceptional level of personal service