The strategy is designed to provide income and modest growth derived from an active approach to investing in the liquid securities of companies with a global reach, robust balance sheets, and attractive dividend policies. The portfolio’s exposure is focused on UK equities, UK government bonds and cash. The strategy has low turnover as it is focused on sound long-term investments, giving an overall Low risk weighting. Please open the factsheet below to see the strategy make up and how it has performed when compared to our peers

The strategy has a long-term investment horizon and takes balanced exposure to diversified holdings of blue-chip equities and corporate bonds. It has global geographic exposure, investing in high quality, reasonably priced companies with solid growth prospects and a sustainable competitive advantage. Fundamental security selection is central to the investment approach which is manifested in low portfolio turnover. The team looks for stocks with a margin of safety that also provide income to allow the portfolio to be paid for patience. We do not focus on short term sentiment. We aim to exploit market inefficiencies. Highly accomplished investment team with extensive experience studying companies and economic drivers. Investment opportunities are considered by liquidity, conviction and by risk assessment. Please open the factsheet below to see the strategy make up and how it has performed when compared to our peers

Diversified, global equity strategy driven by macro-economic analysis. Investment in a range of large and mid-cap companies in major stock market indices. ETF strategy which focuses on low costs and aims to outperform global tracker funds. Highly accomplished investment team with extensive experience studying economic drivers. Please open the factsheet below to see the strategy make up and how it has performed when compared to our peers

The strategy is managed in partnership with an award-winning U.K. quantitative research house. The highly acclaimed asset pricing model, which has been utilised by leading financial institutions over the last decade, has been developed and optimised to incorporate ground-breaking new work on Momentum. Please open the factsheet below to see the strategy make up and how it has performed when compared to our peers