Investment management - Funds

As an independent owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.

With a high percentage of staff ownership, our culture and values focus on being professional, trustworthy and effective. And we always aim to provide an excellent service to professional advisers.

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

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