UK equity
We maintain UK equity strategies across the risk/reward spectrum.
All UK equity strategies are managed within our highly-regarded European Equity Group and apply our Behavioural finance process.
Key strategies
UK Equity
a highly risk-controlled core UK equity fund that aims to outperform the FTSE All-Share Index by 1%pa, before fees, over a three-year period.
UK Specialist Equity
a medium-risk UK equity strategy looking to outperform the FTSE All-Share Index by 2%pa before fees over a three-year period.
UK Dynamic
a high alpha fund that can invest in our best UK equity ideas irrespective of benchmark weightings.
UK Small Cap
a fund that aims to invest in the UK’s strongest growth and value small-cap stocks.
Key to symbols
| Risk | ||||
|---|---|---|---|---|
| Process | Low | Med | High | |
| Behavioural finance | ||||
| Research driven | ||||
| Manager driven | ||||
Commentary & Analysis
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