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Small and Mid-Cap Equities

Investing in the potential winners and large caps of tomorrow.

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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.

Extensive resources uncover opportunities

Since the late 1990s our managers have combined quantitative screening with deep analysis and intensive company visiting to uncover opportunities from c.7900* small and mid-cap companies globally.

*Source MSCI 30 September 2023

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Seeking long-term sustainability for our clients' investments

We believe investing sustainably isn’t just good for the planet – it's critical to managing risk and could help generate better returns. Forward-looking environmental, social and governance (ESG) analysis is therefore integral to our investment process.

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Buying tomorrow’s large-cap leaders today

We seek to drive performance by analysing what’s changing in companies, industries and markets, and looking to see what’s ahead. That means identifying trends and opportunities, as well as challenging consensus.

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Funds in focus

SHARECLASS

I Acc

SHARECLASS

Platform 1 Acc

SHARECLASS

I Acc USD

SHARECLASS

X Acc GBP
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Key documents

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For more information on our Small and Mid-Cap Equity funds.

Active equities

Active equity investing can deliver real benefits for investors, the environment and society. We look to uncover the best investment opportunities through intensive, first-hand research and a disciplined process.