Our investment team follows a clearly deﬁned and robust investment process that draws on its experience and expertise. Each investment decision is well-considered, leading to funds that contain a suitable blend of global assets, regions and strategies to help meet investors’ needs.
We are unconstrained investment managers, meaning that we are not limited by a particular style or provider when selecting investments. Our investment process identiﬁes any opportunity based on the beneﬁts it presents – we then select an investment that most closely matches it.
Our investment philosophy and process is founded on a principle of fund stewardship. Stewardship, to us, means keeping funds aligned to the desired long-term investment objectives in the face of a constantly changing world. As such, we offer clients a broad range of investment risk exposure and investment strategies, always guarding against the unintended risks that can arise when making such investments.
Our aim is to provide the widest choice of fund styles and risk proﬁles, so that clients and advisers can decide how best their individual needs and longer-term investment goals can be met. We are agnostic on the choice of platform or investment style, whether that be opting for funds with active or passive funds, an income focus, or any ethical restrictions.
Please contact your Financial Adviser for more information on our investment approach.