Individual Funds
These are global-equity orientated portfolios with a bias towards developed market, large capitalisation stocks.
Our single strategy offering is actively managed within a discretionary framework, with emphasis placed on high conviction research.
Fund Characteristics
- Daily Liquidity
- No lock-in period
- No charges to exit
Portfolios are available in multiple currencies
Access to Specialist Opportunities
In certain circumstances, individual funds can play a valuable role within a broader investment strategy where specific exposures, strategies or asset classes are required.
We use individual funds selectively, where they serve a clear purpose and complement the wider structure of a client’s wealth. Through our relationships, we’re able to bring single-stock portfolios on a global scale that aim to generate sustainable excess returns against international benchmarks.
Looking further than performance statistics
Past performance is one consideration, not the sole decision.
We also place emphasis on:
- How a fund behaves in different market environments
- How it interacts with other holdings from a diversification perspective
- Whether the strategy remains appropriate as conditions change
The aim is to avoid over concentration in crowded trades.
Integrated, not isolated
Individual funds are never considered on their own.
They are assessed alongside:
- Your overall asset allocation
- Tax efficiency and wrappers
- Liquidity needs and time horizons