Multi Asset Income Fund - annual retrospective

Exploring the European Growth Trust’s dynamic companies and what sets them apart.

Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.

Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.

The Sustainable Income Fund prioritises long-term sustainable income over high short-term yields. The fund combines active allocation across a broad range of assets with global security selection to achieve its aims: to produce monthly income, while seeking to maintain the value of that income and of capital in line with inflation (UK CPI) over five-year periods.