Equity value funds

We run six funds across three major geographies targeting income and/or capital growth through a distinct value approach, and are responsible for over £12.5 bn assets (as at 30 September 2019).

To view our equity value funds, please select the type of UK-based investor you are:

Private Investor


Asset Manager

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Some funds invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investments in smaller companies can be less liquid than investments in larger companies and price swings may therefore be greater than in larger company funds. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.