Past performance is not a guide to future performance. The value of an investment and the income generated from it can fall as well as rise and is not guaranteed. You may get back less than you originally invested.
Trust Outlook: A forward look at UK market resilience and demand
In this short video, Portfolio Manager Imran Sattar, explores the current state of the UK economy, consumer strength, and market valuations to share our strategic perspective. With UK stocks undervalued compared to global peers, we’re finding attractive entry points for advantaged businesses positioned to deliver attractive total returns.
A Trust committed to total return over the long term
Our investment approach is pragmatic yet powerful: focus on structural growth companies with attractive returns, strong margins and economic moats. By identifying businesses that protect their returns with strategic barriers, we aim to deliver sustained value for our shareholders.
Exploring the key drivers behind performance
The majority of the companies held by the portfolio have had strong operational performance this year. Portfolio Manager, Imran Sattar discusses some of the companies and what has driven their performance.