The value and income from a fund’s assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
As pioneers of the UK’s first mutual fund in 1931 we’ve built an equities business and reputation around investment integrity, original thinking and innovation.
As founders of our distinctive ‘Episode’ investment process, which we have applied consistently for over 20 years, we believe we are well-positioned to select attractive investment opportunities globally.
We are one of Europe’s largest fixed income investors, across fixed income assets globally.
Our Convertibles team seeks to maximise the risk-adjusted returns that are offered by the convertible bond market.
We recognise that, increasingly, customers and clients are looking to align their investments with their environmental and social values and have a range of Planet+ funds with the potential to help meet this need.