UK Sustain Paris Aligned Fund: Q3 2022 quarterly update

10 min read 25 Oct 22

In his latest quarterly update, Rory Alexander explains what has happened on the fund in the past three months.

Key points

  • Recent UK market weakness has created a sense of déjà vu, as the relative cheapness of London-listed companies makes them prime takeover targets.
  • Company management teams should, in our view, resist the temptation to avoid near-term challenges by cashing in and take a longer-term view of the potential value these businesses can offer to shareholders.
  • During the quarter, SVB and Bytes were added to the portfolio, while On the Beach was sold.

 

To read the note in full, please click here

By Rory Alexander

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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