Our Funds

We invest in companies which we believe will add long-term value to our portfolios.

UK Domiciled funds

Type of fundOEIC
Total assets£121.3m (31/08/2026)

This fund invests in predominantly mid-cap companies with an aim to deliver a high and growing quarterly dividend and the prospect of good long-term capital growth.

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Type of fundOEIC
Total assets£171.2m (31/08/2026)

A UK small and mid-cap fund aiming to invest in highly cash generative companies with strong market positions that are expected to grow faster than UK GDP.  

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Type of fundOEIC
Total assets£229.5m (31/08/2026)

A Europe ex UK equity fund investing solely in the equity securities of companies listed in Europe, but outside of the UK, across the size spectrum down to a minimum market capitalisation of €50m.

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Type of fundOEIC
Total assets£27.6m (31/08/2026)

A focused UK Equity All Cap portfolio with no permanent size or sector bias.

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Swedish Domiciled funds

IMPORTANT NOTE: these funds are not available for sale in the UK

Type of fundUCITS
Total assetsSEK 1.56n (31/08/2026)

The fund invests in global technology companies which are benefitting from long-term structural technology trends creating long-term growth potential

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Type of fundUCITS
Total assetsSEK 84.3m (31/08/2026)

The fund is a fundamentally oriented long/short equity hedge fund investing in undervalued shares and short overvalued shares globally

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Investment Trusts

Type of fundInvestment Trust
Total assets£35.2m (31/08/2026)

A small registered, self-managed Alternative Investment Fund investing principally in mid and small-cap companies and aims to deliver a high and growing quarterly dividend alongside good long-term capital growth. 

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