How We Started

The value of investments and the income from them will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

When we started in 1931...

It was with the aim of investing in a new way. We wanted to give everyone a chance to benefit from economic growth, so we created Britain’s first unit trust – a simple and straightforward long-term product for all investors.

Today, over 80 years later...

Our long-term approach has helped us become one of the largest active investment managers in the UK and Europe. Our clients have invested over €310.2bn (as at 31 December 2016) across our extensive range of funds covering the key asset classes.

1

Always active

We believe active management drives long-term performance. That’s why we aim to anticipate trends and find opportunities, rather than following the market.

2

Original thinking

You can’t be out in front if you’re copying everyone else. That’s why our managers do their own analysis and benefit from the unique perspectives of our in-house researchers.

3

Following our own route

Our talented managers follow their convictions, not the crowd. Just because everyone is going one way, doesn’t mean it’s the right way, so our experts take their own approaches.

4

Focused on the road ahead

When we know and understand a company’s long-term potential, we don’t get distracted by short-term market noise during the journey.

5

A consistent approach

Fads and fashions come and go, but we don’t let them distract us from our long-term goals. That’s why our investment principles always stay the same.

 

 

 

The value of investments, and the income from them, will fluctuate. This will cause the Fund price to fall as well as rise and you may not get back the original amount you invested.