To achieve long term capital growth in excess of 3 month GBP LIBOR +4% over rolling 5 year periods, after charges, with some potential for income returns with lower than equity market volatility.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.


  • The strategy aims to provide a low-volatility growth engine for client portfolios with a particular focus on capital preservation
  • Flexible approach gives investors exposure to a diverse array of potential return drivers
  • The team has a successful long-term track record of dynamic asset allocation, efficient portfolio construction, and cost-effective implementation
Past performance is not a guide to future performance.