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

For us, long-term performance starts by identifying quality companies – often ahead of the market.

Through fundamental, global research we rate every company under coverage against strict criteria to find strong business models, clear competitive advantages – and the leaders and innovators shaping the world.

Powering positive engagement

For the sake of performance and responsible capital allocation, we rigorously assess companies on ESG (environmental, social and governance) factors.

Once invested, we are active and engaged owners, working with companies to drive positive action and setting clear milestones for change.

Outcome-driven investment

Clients have many different goals. To help meet them, we offer a broad range of high-conviction equity solutions.

From growth to income funds, and sustainable to small- and mid-cap strategies, we build portfolios focused on the outcomes investors need.

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.

Case studies

Explore our Equities case studies below.

Disclaimer: Companies selected for illustrative purposes only to demonstrate the investment management style described herein and not as an investment recommendation or indication of future performance.

Amadeus positioned for the long haul

Spanish software travel technology company Amadeus has turned short-term crisis into long-term opportunity. Its technology and distribution services serves over 1.5 billion passengers in 190 countries.

Kaspi taking Kazakhstan into the 21st century

Kaspi is a technology platform company that exemplifies our approach of identifying stocks that have the capacity and the willingness to pay a dividend.