All strategies
Data as at March 28, 2024
i

Artificial Intelligence

Launch dateOctober 2017
81%
Active share*
10Team size

Artificial Intelligence

The Strategy’s investment objective is to achieve long term capital appreciation by primarily investing in a diversified portfolio of global equity securities which may be listed or traded on a Regulated Market.
i

Asian Stars

Launch dateDecember 2018
72%
Active share*
5Team size

Asian Stars

The Strategy’s investment objective is to achieve long term capital growth. The Strategy seeks to achieve its objective by investing in a broad range of shares from companies domiciled in developed and developing (emerging market) Asian countries, or from companies which generate a significant amount of their business from these countries.
i

China Stars

Launch dateAugust 2018
69%
Active share*
3Team size

China Stars

The Strategy’s investment objective is to achieve long term capital growth. The Strategy seeks to achieve its objective by investing in a broad range of shares from companies in The Peoples’ Republic of China, Hong Kong and Taiwan (known as ‘Greater China’), or from companies which generate a significant amount of their business from Greater China.
i

Continental European Income

Launch dateJune 2015
88%
Active share*
3Team size

Continental European Income

The Strategy’s investment objective is to deliver strong, long-term risk-adjusted returns to achieve both income and capital growth by investing in companies that are incorporated, headquartered, or exercise a significant part of their economic activities (greater than 20%) in European markets/countries (excluding the United Kingdom).
i

Convertible-Based Absolute Return

Launch dateDecember 2018
5Team size

Convertible-Based Absolute Return

The Strategy's investment objective is to generate a positive absolute return over rolling 12-month periods, in all market conditions. There is no guarantee the Strategy will achieve this objective over any given period.
i

Emerging Market Stars

Launch dateJune 2018
76%
Active share*
6Team size

Emerging Market Stars

The Strategy’s investment objective is to achieve long term capital growth. The Strategy seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries.
i

Emerging Market ex-China Stars

Launch dateJune 2023
6Team size

Emerging Market ex-China Stars

The Strategy’s investment objective is to achieve long term capital growth. The Strategy seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries) excluding China, or from companies which generate a significant amount of their business from emerging market countries.
i

European Growth

Launch dateMay 2010
3Team size

European Growth

The Strategy's investment objective is to achieve capital appreciation through selective investment in European equities.
i

Global Convertibles

Launch dateAugust 2013
92%
Active share*
5Team size

Global Convertibles

The Strategy’s investment objective is to generate both income and long term capital growth by investing in a diversified portfolio of securities, primarily in the global convertible market.
i

Global Financials

Launch dateMay 2011
70%
Active share*
5Team size

Global Financials

The Strategy aims to provide long-term capital growth by investing primarily in the securities of financial sector companies globally.
i

Global Insurance

Launch dateOctober 1998
71%
Active share*
2Team size

Global Insurance

The Strategy aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.
i

Global Technology

Launch dateOctober 2001
56%
Active share*
10Team size

Global Technology

The Strategy aims to achieve long-term capital appreciation through investing in a globally-diversified portfolio of technology companies.
i

Healthcare Large Cap

Launch dateSeptember 2014
69%
Active share*
7Team size

Healthcare Large Cap

The Strategy aims to achieve long-term capital appreciation by investing in a globally diversified portfolio of large cap healthcare companies.
i

Healthcare Multi Cap

Launch dateNovember 2007
93%
Active share*
7Team size

Healthcare Multi Cap

The Strategy aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies from across the market cap spectrum within the healthcare industry.
i

Healthcare Small Cap

Launch dateJanuary 2020
78%
Active share*
7Team size

Healthcare Small Cap

The Strategy aims to achieve long-term capital growth by investing in a globally diversified portfolio of small cap healthcare companies.
i

Japan Value

Launch dateOctober 2012
93%
Active share*
2Team size

Japan Value

The Strategy aims to generate long-term capital growth by investing in the shares of Japanese companies, or companies that generate a significant amount of their business in Japan. The Strategy will apply a 'value' based stock picking approach, investing in a concentrated portfolio of large, medium and small capitalisation companies.
i

North American

Launch dateNovember 2011
84%
Active share*
3Team size

North American

The Strategy aims to achieve long-term capital appreciation by investing in a diversified portfolio of securities of North American companies.
i

Smart Energy

Launch dateSeptember 2021
98%
Active share*
5Team size

Smart Energy

The Strategy's investment objective is to provide long term capital growth. The Strategy seeks to achieve its objective by investing in a portfolio of companies worldwide that provide technological solutions and services targeting the decarbonisation of the global energy sector.
i

Smart Mobility

Launch dateSeptember 2021
98%
Active share*
5Team size

Smart Mobility

The Strategy’s investment objective is to provide long term capital growth. The Strategy seeks to achieve its objective by investing in a portfolio of companies worldwide that support, through their technology solutions and services, the decarbonisation and transformation of the global transportation sector.
i

UK Value

Launch dateJanuary 2017
85%
Active share*
2Team size

UK Value

The Strategy's objective is to achieve long term capital appreciation by primarily investing in a diversified portfolio of equity securities listed in the UK.

*Figures are representative and are used here for illustrative purposes only.