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Launched in 2000 and co-managed by James Mahon with Rory Campbell-Lamerton
The fund provides investors with the opportunity for capital growth by investing predominantly in UK companies. The managers central strategy is to achieve long-term returns by investing in high quality companies, with strong fundamentals and management.View professional factsheet
Ideal holding for investors whose priority is growing the value of their investments over the medium to long-term.
Managers expect to hold a minimum of 80% of fund investments in UK companies
Fund holdings are typically made up of companies listed in the top 350 on the London Stock Exchange
Delivering diversification by investing in a range of industries within a streamlined portfolio of around 50 holdings
In addition to being available through our Portfolio Services the funds are accessible to Investment Professionals, such as Financial Advisers and Wealth Managers, through a range of platforms. Plus individuals and instituions can make direct investments.