Individual Investor in the UK

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Fund documents

A comprehensive selection of our latest fund documents and literature

News and views

Discover our range of investment insights on markets and more

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Explore current investment topics and ideas

Learn more about areas where we can guide clients with our capabilities and expertise.

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2025 Assessment of Value

Assessing the value of our UK OEIC Fund Range as at 30 September 2025.

Investment Trusts

Leading investment trusts management since 1889

Investment trusts enable you to make a single investment that gives you a share in a much larger portfolio of different companies, managed by an expert fund management team.

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House View

House View Q2 2026: Holding the line

Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.

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Market updates and commentaries

Timely investment insights on the markets, the global economy, politics and more.

Emerging market debt is making a comeback

Emerging market debt seems to be enjoying a revival. Our CIO Emerging Market Debt discusses the renewed interest in this asset class, his team’s expectations for 2026, and where he sees opportunities and risks for investors.

Resilient Income

EMD Monthly Market Musings - Domestic politics as an alpha driver in EM debt

It's crucial for active managers to scrutinise local politics for clues about a country's economic trajectory and potentially as a source of uncorrelated investment returns. This month, we examine events in Brazil, Colombia, Hungary, Peru, Romania and Türkiye.