How We Started
The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
When we started in 1931...
It was with the aim of investing in a new way. We wanted to give everyone a chance to benefit from economic growth, so we created Britain’s first unit trust – a simple and straightforward long-term product for all investors.
Today, over 85 years later...
Our long-term approach has helped us become one of the largest active investment managers in the UK and Europe. Our clients have invested over €309.2bn (as at 30 June 2019) across our extensive range of funds covering the key asset classes.
You can’t be out in front if you’re copying everyone else. That’s why our managers do their own analysis and benefit from the unique perspectives of our in-house researchers.
Following our own route
Our talented managers follow their convictions, not the crowd. Just because everyone is going one way, doesn’t mean it’s the right way, so our experts take their own approaches.
Focused on the road ahead
When we know and understand a company’s long-term potential, we don’t get distracted by short-term market noise during the journey.
A consistent approach
Fads and fashions come and go, but we don’t let them distract us from our long-term goals. That’s why our investment principles always stay the same.