About the Manager and Strategy

We offer a simple range of unit trusts, suitable for different needs. When you choose a unit trust, there is a trade-off between higher potential return on the one hand, and stability and lower risk on the other. 

Our performance-based investment management fees make our income more sensitive to long-term investment performance than the size of assets under management. Our senior executives are shareholders in the business, aligning their long-term interests with yours. All other staff have a substantial portion of their remuneration in the form of performance-based bonuses.