Differentiated, dynamic and forward-looking equity solutions that aim to meet our clients’ needs

Reflecting our belief in inefficient markets, our portfolios are highly diversified, responsible, stock-driven, have high active shares and an emphasis on controlling underlying risk factors.

Active

The future is not equal to the past. Consequently, resources are directed towards being on the right side of change – an option not available to passives or ETFs. Portfolios have high active shares, they are dynamic in response to change and focused on the future of individual companies.

Style agnostic

Focuses on the best stock opportunities irrespective of style implications. Allows for a wide opportunity set and dynamic style drift. Reduces systematic exposure to factor biases and gives the flexibility to respond to value distorting macro drivers.

Fundamental

Stock-driven, focused on the fundamental outlook for companies, driven primarily by micro factors affecting earnings, cash flow and associated risks, supported by high levels of direct company contact and structured sector coverage. Multi-asset and macro, credit, and ESG information flows are integrated into the investment process.

Responsible

Active assessment of individual company governance, environmental performance and risks. Continued engagement to promote positive change. ESG is a core, integrated input into our investment process.

Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus. 

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency exchange rates. Investors may not get back the original amount invested.

Explore all funds

Access key fund documentation and performance reports.

Need more information?

For further information, please contact our investment sales team.

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