To achieve long-term capital growth. The fund will invest principally in the securities of financial services companies both in the UK and internationally.

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.


  • Aims to achieve long-term total return primarily through investments in financial services firms around the globe.
  • Seeking to invest with conviction in companies with durable competitive advantages that are identified by a global team of investment talent.
  • Seeks to invest across asset classes wherever the most compelling opportunities exist, regardless of style, market cap, or geography.
Past performance is not a guide to future performance.