1. If you would like further information on our funds, or wider investment capabilities, please get in touch.

  2. Use the options below to filter your fund selection
    Please remember that the value of your investments and any income from them may go down as well as up and you may not get back the amount originally invested.
    Investment Style
    Asset Class
    Fund Type
    Geographic Region
    Use the options below to filter your fund selection
    Investment Style
    Asset Class
    Fund Type
    Geographic Region
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    American Fund
    The American Fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.
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    High Yield Bond Fund
    The High Yield Bond Fund aims to produce a combination of income and capital growth.
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    Pacific Fund
    The Pacific Fund aims to outperform (after deduction of costs) the MSCI AC Asia ex Japan Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
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    Worldwide Long Term Global Growth Fund
    The Worldwide Long Term Global Growth Fund aims to provide strong returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio.
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    Worldwide Global Alpha Fund
    The Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.
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    British Smaller Companies Fund
    The British Smaller Companies Fund aims to outperform (after deduction of costs) the Numis Smaller Companies Index (excluding Investment Companies) by at least 2% per annum over rolling five-year periods.
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    China Fund
    The China Fund aims to outperform (after deduction of costs) the MSCI China All Shares Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
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    Developed Asia Pacific Fund
    The Developed Asia Pacific Fund aims to outperform (after deduction of costs) the MSCI Pacific Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.
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    Emerging Markets Growth Fund
    The Emerging Markets Growth Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
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    Emerging Markets Leading Companies Fund
    The Emerging Markets Leading Companies Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
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    European Fund
    Europe is home to many high quality businesses with good growth prospects, which are often global leaders in their industry. As fundamental, long-term investors, we aim to build a portfolio of shares of such companies which we expect to hold for a long time. We believe that by doing so we will earn attractive returns for our clients over the long term, regardless of the external environment.
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    Global Alpha Growth Fund
    The Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
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    International Fund
    The International Fund aims to outperform (after deduction of costs) the MSCI ACWI ex-UK Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
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    Japanese Income Growth Fund
    The Japanese Income Growth Fund aims to outperform (after deduction of costs) the TOPIX, as stated in Sterling, by at least 1% per annum over rolling five-year periods through a combination of income and capital growth whilst maintaining a portfolio yield higher than the TOPIX.
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    Japanese Smaller Companies Fund
    The Japanese Smaller Companies Fund aims to outperform (after deduction of costs) the MSCI Japan Small Cap Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.
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    Long Term Global Growth Investment Fund
    The Long Term Global Growth Investment Fund aims to outperform (after deduction of costs) the FTSE All World Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods.
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    Positive Change Fund
    The Positive Change Fund will invest in companies for whom delivering a positive change by contributing towards a more sustainable and inclusive world is core to their business, rather than simply looking to filter out firms that are perceived to cause harm.
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    UK Equity Alpha Fund
    The UK Equity Alpha Fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 2% per annum over rolling five-year periods.
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    Worldwide Asia Ex Japan Fund
    The Worldwide Asia Ex Japan Fund aims to produce returns comprising capital growth over the long term through investment primarily in equity securities in Asia (excluding Japan). It is not proposed to concentrate investments in any one country, market or sector.
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    Worldwide Emerging Markets Leading Companies Fund
    The Worldwide Emerging Markets Leading Companies Fund aims to maximise total return principally through investment primarily in a portfolio of companies deriving a substantial part of their income from, or having a substantial proportion of their assets located in, one or more Emerging Market Countries.
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    Worldwide European High Yield Bond Fund
    The Worldwide European High Yield Bond Fund aims to produce a combination of income and capital growth.
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    Worldwide Global Credit Fund
    The Worldwide Global Credit Fund aims to achieve a high level of total return by investing in a diversified portfolio consisting primarily of corporate bonds which are listed, traded or dealt in on one or more Regulated Markets worldwide.
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    Worldwide Health Innovation Fund
    The Worldwide Health Innovation Fund aims to provide strong returns over the long term by investing primarily in a global equity portfolio selected from companies engaged in the health care industry.
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    Worldwide Japanese Fund
    The Worldwide Japanese Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets in Japan.
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    Worldwide Pan-European Fund
    The Worldwide Pan-European Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets across Europe.
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    Worldwide Positive Change Fund
    The Worldwide Positive Change Fund aims to produce capital growth over the long term by investing primarily in the equities of companies whose products, behaviour or services make a positive social impact.
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    Worldwide US Equity Growth Fund
    The Worldwide US Equity Growth Fund aims to maximise total return principally through investment in equities which are listed on Regulated Markets in the US.
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