We attach great importance to the sustainability of a company’s returns over the long term. Our integrated approach to the fundamental analysis of Environmental, Social and Governance (ESG) factors is a key component of assessing that durability.More about our approach
James Harries, the manager of the Trust, has been managing global equity income strategies for more than 20 years. His approach is to invest in high-quality and resilient businesses to provide investors with a regular and growing stream of income, alongside capital growth with low volatility over a full market cycleHow to invest
The Trust’s number one priority is to preserve the value of your capital through risk management.
We invest in companies for the long term and seek to act as responsible owners, regularly engaging with management.
We invest in companies with strong management teams who can sustain growth with high returns on capital. We believe these characteristics help allow an investment to compound in value over the long term.
The valuation at which assets are bought plays a crucial role in determining their subsequent returns.
Any decision to invest should be based on information contained within the Investor disclosure document the relevant key information document and the latest report and accounts. The investment policy and process of the Trust(s) may not be suitable for all investors. If you are in doubt about whether the Trust(s) is/are suitable for you, please contact a professional adviser.