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Video

Discovery Q3 investment update

October 2025 / 7 min

Overview

Investment specialist Bill Chater gives an update on the Global Discovery and Worldwide Discovery strategies covering Q3 2025.

View PDF transcript (1MB)
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Related funds

  • Global Discovery Fund

    Global Discovery Fund

    The Global Discovery Fund aims to outperform (after deduction of costs) the S&P Global Small Cap Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.
  • orange and teal colour splash

    Worldwide Discovery Fund

    The Worldwide Discovery Fund aims to produce attractive long-term returns, mainly through capital growth. The Fund will invest primarily in equities which are listed, traded or dealt in on Regulated Markets worldwide and which will typically be stocks of smaller or younger companies that the Investment Manager considers to have strong future growth prospects.

Related investment strategies

  • Astronomical Observatory under the starlit sky filled with the milky way.

    Global Discovery

    We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.
  • Astronomical Observatory under the stars.

    Worldwide Discovery

    Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.
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