Global

Existing investors

We detected you are in a location which is outside our licensed jurisdictions. Select a user type to view our Global website. If you confirm these details are correct, we'll save this information.

The details you select will be saved for 90 days.

01. Your location

Global

02. Your user type

View all investment strategies
Investment style
High growth
Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Flexible growth
Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
Core growth
Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Fixed income 
Targeting company and government bonds with a focus on long-term outcomes.
Equity income and multi-asset income
Seeking both dependable income and long-term capital growth.
Investment style
Equities
Global equities
International equities
Emerging markets equities
Private companies
Asia equities
China equities
Japan equities
Europe equities
UK equities
US equities
Multi-asset and Fixed Income
Balanced and multi-asset
Fixed income 
Investment style
Integrated
Considering environmental, social and governance matters among other factors that may affect returns.
ESG focus
Investing in assets that have sustainability characteristics relating to environmental and/or social matters.
Impact
Backing companies that have the potential to make a positive measurable change and create long-term growth.
Funds
Insights

About us
Careers

Fund literature and documents

Explore details about the funds we manage, including factsheets, valuations, annual reports and quarterly updates. Non-fund related literature can also be found here.

Documents

Showing 35 of 35 document categories

Fund literature and documents

Filters

Documents

Annual reports

Application forms

Best execution and trading disclosures

Bulletins

Company engagement reports

Corporate governance

Enhanced disclosure document

Factsheets

General information

Impact report and positive conversations

Important disclosures

Interim reports

Investor disclosure document

Key documents

Key investor information documents (KIIDs)

Key responsible investment policies

Key responsible investment reports

MIFID II ex-ante disclosures

Other fund literature

Our stewardship principles and guidelines

Philosophy and process documents

Portfolio valuation

Portfolio voting disclosure

Press releases

Previous modern slavery statements

PRIIPs key information document