Leading global companies, equipped to deliver
in uncertain markets
Our Quality portfolios are managed by an experienced and well-resourced team of 27 investment professionals each with specialist research experience. We have successfully managed money employing the quality investment style for many years, and have generated an impressive track record.
The companies most likely to compound shareholder wealth over time, in our view, are those businesses that display the best combination of business and financial model strength, allocate capital efficiently, and are attractively valued.
In-depth proprietary fundamental research and analysis
Past performance is not a reliable indicator of future results.
Specific Risks: The following risk apply as specified;
All funds mentioned above:
Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. bankruptcy), the owners of their equity rank last in terms of any financial payment from that company.
American, Asia Ex Japans Funds, UK Alpha, UK Equity Income and UK Smaller Companies:
Geographic / Sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that the resulting value may decrease whilst portfolios more broadly invested might grow.
American, Asia Ex Japan, Global Franchise and Global Quality Equity Income:
Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
American, Global Franchise and Global Quality Equity Income:
Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.
Asia Ex Japan:
Developing market: These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
UK Smaller Companies:
Liquidity: There may be insufficient buyers or sellers of particular investments giving rise to delays in trading and being able to make settlements, and/or large fluctuations in value. This may lead to larger financial losses than might be anticipated.