Overview

Performance

Key Facts

Fees & Charges

Full Portfolio Holdings

Literature

Fund Managers

Insights

8 May 2025

George Gay

Fund Manager

Why property and why now!

Explaining what makes property an ideal portfolio component and why now is a good entry point for real estate investors.
7 May 2025

Jeremy Smith

Head of UK Equities

Mythbusters: why the bad press around UK stocks doesn’t stack up

From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
6 May 2025

Anthony Willis

Senior Economist

Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?

The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.