Active equity Fund | Investing Strategies

Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

Putting quality first

We aim to deliver long-term results for our clients by identifying and investing in great companies and future leaders. Assessing quality is the starting point. We rate every company against our strict criteria to uncover strong business models, clear competitive advantages, industry leaders and innovators.

Fundamental research, supported by our global presence and proprietary tools, allows us to identify investment opportunities ahead of the broader market and deliver differentiated portfolios of best ideas to our clients.

Powering positive engagement

Environmental, social and governance (ESG) analysis and company engagement is integral to our equity process for managing risk and possibly generating better returns. Using proprietary ESG ratings and other tools, we rate companies on ESG opportunities and risks analysing the financial materiality.

Once invested in a company, we are active, engaged owners driving positive action focusing on constructive dialogue to drive improvements and have clearly-set milestones to measure success.

Outcome-driven investment

Recognising the breadth of our clients’ investment objectives, we offer a range of distinctive, differentiated equity investment solutions. Through our global extensive research presence, we provide a broad range of client-focused strategies that include Sustainability, Income and Small and Mid-Cap investment strategies.

Utilising our deep fundamental knowledge of companies, we look to construct portfolios that are highly differentiated from the benchmark and carefully risk-managed. The result is high-conviction portfolios that aims to meet our clients’ needs, with robust risk-adjusted returns.

Our strategies

Does Equity Income have growth benefits too?

Diversify your portfolio during a recession by considering equity income solutions

Small and Mid-Cap Equities

Buying tomorrow's larger companies today. Our dedicated experts and rigorous investment process help to identify future large-cap leaders today.

Funds in focus

Visit our fund centre to see all the funds we offer, or take a look at our focus funds below. Click on each fund to find out more about its objectives, past performance, and to access key literature.