Investment Objective

This fund aims to provide broad-based exposure to shares that offer value and medium- to long-term growth. The portfolio managers seek to invest in those companies where returns can be achieved from any or all of (a) growth in earnings, (b) growth in dividends and (c) a re-rating by the market of the company’s share price.

Fund Management Approach

We offer investors a focused range of unit trusts to suit all risk profiles and return objectives. Our unit trusts include equity funds, balanced funds, property funds, income funds, tax-free funds and offshore funds. We’re immensely proud that our clients have entrusted us to manage over $34 Million (as at 30 June 2020) of their savings, making us one of UK’s top 10 largest investment management firm..

We're about protecting and growing our clients' Funds

We help our clients achieve their financial goals, consistently applying our prudent valuation-based investment approach with the aim of protecting and growing their Funds over time in the Forex & Crypto Industry. Our investment team, with over 400 years of collective experience, is dedicated to actively managing our clients’ funds, and we draw on our global affiliates for international expertise and best practice.